Aligned Wealth Partners - UBS Financial Services Inc.

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75280 US Highway 111
Indian Wells, CA 92210
+1 (760) 636-7252
https://advisors.ubs.com

Aligned Wealth Partners - UBS Financial Services Inc. in Indian Wells, CA, is dedicated to offering comprehensive wealth management solutions tailored for ultra-high net worth clients, particularly those with connections to Asia. Led by Managing Director Joanne Zhong, the team focuses on fostering long-term relationships and understanding individual client needs to deliver customized financial advice and strategies.

With over 15 years of experience in international wealth management, Joanne and her team excel in navigating complex cross-border investment risks, estate planning, and compliance. Danyi Gu, an Authorized Officer and Wealth Management Associate, further strengthens the team by providing essential support in client onboarding, international transactions, and detailed fiscal compliance, ensuring a personalized and effective wealth management experience for clients.

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