For over two decades, The Chau Gardner Group strives to build a reputation in New York City as one of the region’s leading wealth management teams. Our philosophy, process and commitment are based on clear strategy and an unwavering respect for you and your goals.
In addition to bringing a global financial perspective to our relationship, you’ll find we also take a close-knit, family oriented approach to our work with you. This keeps focused on developing sensible, prudent, long-term strategies for your investments.
Our mission is to go beyond your expectations. We do this through our understanding of customer service, in the words of Charles E. Merrill, “Our client’s interest must come first.” We understand the importance of wealth management - and we never forget that your wealth represents the achievement of what you’ve done so far and the foundation of what your family will accomplish tomorrow. You’ll find that we help with your short term goals as well as long-term objectives and dreams.
We look forward to helping you with every aspect of your financial life - now, and in the years to come.
We believe the best financial approach is the one that helps you pursue your goals. That's why, from the start, we talk about your aspirations and encourage you to ask questions about issues that matter most to you. Calculating how to manage future health care expenses? College on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth to future generations? It all starts with a plan intended to help you manage, grow, and preserve your wealth today, while also considering the impact it can have for years to come. With access to the investment insights of Merrill and banking solutions from Bank of America, We will work with you to develop an approach designed to help address your financial needs.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
