415 Investments LLC

James Shea, CFP®, is a Managing Director at UBS Financial Services Inc. in Palo Alto, CA, specializing in wealth management and international private wealth advisory. With a focus on personalized access and service, Shea and his team are dedicated to understanding the unique financial needs of their diverse clientele. Backed by the global resources of UBS, a leading wealth manager with a presence in 51 countries, Shea offers comprehensive planning for significant wealth, helping clients navigate complex financial landscapes. His expertise includes integrating institutional-level business solutions for family offices and providing insights into market volatility and investment strategies. Generated from the website

Zhong Wealth Management Group, part of UBS Financial Services Inc., specializes in providing comprehensive wealth management solutions for international ultra-high net worth clients, particularly those with strong ties to Asia. The team, led by Managing Director Joanne Zhong, focuses on developing long-term relationships and delivering tailored financial strategies to meet clients' unique needs. With a commitment to exceptional client service, the group addresses complex cross-border investment and estate planning challenges. They leverage UBS's global resources to ensure clients receive a holistic approach to wealth management, supported by a network of specialists and a keen focus on their financial goals. Generated from the website

ARC Partners is a team of experienced wealth managers dedicated to building and protecting financial wealth for their clients and future generations. They offer a holistic approach to financial planning, bridging the gaps between taxes, investments, and estate planning to create customized strategies that anticipate clients' needs throughout their lifetimes. With a diverse team that includes Private Wealth Advisors, Certified Financial Planners, and other financial specialists, ARC Partners focuses on developing long-term relationships and providing quality client service. Their expertise in navigating the complexities of wealth management allows them to deliver innovative solutions tailored to the unique challenges faced by individuals and families in the Bay Area and beyond. Generated from the website