Arnold Stewart Team - UBS Financial Services Inc.

Zhong Wealth Management Group, part of UBS Financial Services Inc. in Carmel, CA, specializes in providing comprehensive wealth management services to ultra-high net worth entrepreneurs and families, particularly those with strong ties to Asia. Led by Managing Director Joanne Zhong and supported by a dedicated team, the group focuses on developing long-term relationships and customizing strategies to meet the unique financial needs of their international clientele.

The team's expertise encompasses areas such as cross-border business investment, estate planning, and complex trust structures, enabling them to navigate the intricate risks and regulations their clients face. With a commitment to quality client service, Zhong Wealth Management Group aims to be a primary source of financial advice, helping clients preserve and grow their wealth for future generations.

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