Private Asset Management

For over 20 years, our team of San Diego-based CFA® and CFP® professionals has proudly offered tailored guidance to a wide range of families and businesses with complex financial situations. Multi-generational planning: Our team specializes in helping families manage and preserve their wealth, as well as navigate family dynamics and other complexities that may arise. Strong local presence: San Diego is home to many Mercer Advisors advanced planning specialists including investments, trust services, and tax. Private market investment: Our institutional-grade investing provides access to otherwise hard-to-reach private investments, for those who qualify.

Chau established her business in June of 1997. Chau became involved in finance as an economics major at the University of California, San Diego. At age 17, on the advice of professors to “invest early,” she pooled her savings, put half under the management of an investment advisor, and invested the rest herself. Her disciplined saving and prudent investment strategy enabled her to purchase her first investment property at age 21 and her first home at 22. From these early, hands-on experiences, Chau learned important real-life lessons in building and preserving wealth. Chau particularly enjoys helping married couples to align their financial goals and priorities while clarifying and defining a shared Life Vision.