Atlas Wealth Consulting Group - UBS Financial Services Inc.

Visit our office today located in Carmel, CA. Our team of seasoned Financial Advisors and service professionals are committed to listening to you, assessing your concerns and developing a clear action plan helping you achieve what matters most.

The Pacific Investment Group - UBS Financial Services Inc., located in Carmel, CA, specializes in providing comprehensive wealth management tailored to ultra-high net worth individuals and families, particularly those with international ties. Led by Managing Director Joanne Zhong, the team focuses on developing long-term relationships by addressing clients' unique financial goals and navigating complex cross-border regulations. With over 15 years of experience in wealth management, Joanne and her team leverage UBS's global resources to offer customized financial strategies that encompass investment, estate planning, and liquidity solutions. Danyi Gu, an Authorized Officer and Wealth Management Associate, supports the mission by ensuring proper documentation and fiscal compliance for international clientele, enhancing the overall client experience through dedicated service and attention to detail. Generated from the website

Visit our office today located in Carmel, CA. Our team of seasoned Financial Advisors and service professionals are committed to listening to you, assessing your concerns and developing a clear action plan helping you achieve what matters most.