Our entire team shares a common goal: to help you achieve your personal financial goals, such as planning for and funding your children’s education, helping ensure that income can last in retirement, and planning for potential health care costs. Every step in the process takes into account your personal perspectives and priorities. Our goal is to help bring simplicity and transparency to the complexities of investing, turning the often-intimidating task of planning for the future into an exciting journey of helping you pursue and reach your goals.","At The Chau Gardner Group, we do not define clients by the value of their assets – but instead, by their priorities, aspirations and passions. Spanning various life stages, experiences and the wealth continuum, many are in their peak earning years or nearing a well-deserved retirement. Some longtime clients have traded their seat in an office for one on the beach.
Who do we serve? Medical professionals (many who own their practice), C-suite executives, and entrepreneurs in technology, at law firms, accounting firms and insurance companies. While distinct in their achievements, our clients typically have plenty of moving parts in their financial lives with little time or inclination to manage the details.
With roots dating back to 1984, The Chau Gardner Group was founded in 2006 by Kevin Chau, an established financial professional with more than 25 years of wealth management experience. Kevin has been recognized by the industry for excellence and holds advanced industry credentials. In 2009 he was joined by William (Bill) Gardner, a highly respected advisor who launched his career at Merrill more than 38 years ago.
Kevin provides decisive leadership and informed guidance to clients with the goal of helping them achieve realistic, real-world objectives. Proud to be the type of advisor whom clients can trust with the financial and personal aspects of their lives, he finds that accompanying clients on their financial life journeys and celebrating their key milestones is especially rewarding.
Speaking multiple languages and fascinated by the cultures of our clients, we deliver an immersive, planning-based approach in which our experience, curiosity, care, and attentiveness lead to highly personalized strategies. At the outset of each relationship and frequently thereafter, we may ask “What does this wealth really mean to you? What’s your primary financial or family concern? Are you charitably inclined? Whom or what do you want to support down the road? What role would you like us to play?”
With a clear, holistic view of a client’s situation and aspirations, we introduce a highly analytical process that’s often more involved than what their current advisors provide. Gauging a client’s risk tolerance, investment timeline, liquidity needs and other personal preferences, we formulate multi-pronged strategies to help achieve short-term milestones and long-time results – including how wealth and values can pass efficiently to future generations.
A critical area that clients don’t often consider is the status of liabilities and use of credit. To that point, we are highly skilled and motivated to identify needs and opportunities on both sides of their balance sheets. In addition to recommending ways to utilize debt, we provide access to residential and securities-based lending, treasury management, and checking and savings solutions.
On a personal note, each of us has a natural ability to engage with clients and their families. In fact, a hallmark of our offering is being “approachable and available.” Our outstanding service is demonstrated by our knowledgeable client associates who adeptly handle clients’ transactional, administrative and account requests, in addition to connecting them with resources across Merrill and Bank of America.