Arc Partners-UBS Financial Services Inc

JNZ Group, a division of UBS Financial Services Inc. located in Palo Alto, CA, specializes in Private Wealth Management, offering strategic solutions for high-net-worth individuals, corporate executives, and families. With a multigenerational perspective, the team is dedicated to understanding clients' unique needs and navigating the complexities of the global economy. The team is led by experienced professionals, including Managing Director Sharon Juang, who brings over 30 years of financial services expertise, and Senior Vice President Grant Nishio, a Chartered Financial Analyst focused on customized investment strategies. Together, they are committed to integrity, transparency, and delivering exceptional service tailored to each client's financial goals. Generated from the website

Zhong Wealth Management Group, part of UBS Financial Services Inc. in Palo Alto, CA, specializes in providing tailored financial strategies for ultra-high net worth individuals, families, and family offices, particularly those with ties to Asia. Led by Managing Director Joanne Zhong, the team emphasizes developing long-term client relationships through a comprehensive understanding of individual priorities and a commitment to quality service. With over 15 years of experience, Joanne and her team navigate the complexities of cross-border business and investment, utilizing extensive global resources to deliver effective wealth management solutions. Supporting this mission, Danyi Gu, an Authorized Officer, focuses on the intricacies of international client onboarding, fiscal compliance, and investment strategies, ensuring clients receive attentive and personalized service in their financial journeys. Generated from the website

Zhong Wealth Management Group, part of UBS Financial Services Inc., is dedicated to providing tailored financial strategies for ultra-high net worth clients, particularly those with ties to Asia. Led by Managing Director Joanne Zhong, the team emphasizes building long-term relationships through quality client service and a comprehensive understanding of clients' unique needs and aspirations. Danyi Gu, as an Authorized Officer and Wealth Management Associate, supports the team by navigating the complexities of international regulations and trust structures. Together, they offer a solutions-oriented approach, specializing in investment management, estate planning, and cross-border business strategies to help clients preserve and enhance their wealth for future generations. Generated from the website