Bridgeway Private Wealth Partners - UBS Financial Services Inc.

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Borden Group - UBS Financial Services Inc., based in San Francisco, provides comprehensive wealth management services tailored to global clients. With a commitment to placing clients' interests first, they leverage extensive resources and industry expertise to guide clients in pursuing their personal financial goals. Led by Managing Director Carla Chen, the firm utilizes the UBS Wealth Way approach, organizing clients' financial lives into three dimensions: Liquidity, Longevity, and Legacy. Their recognition as a top financial advisor by Barron's and Forbes underscores their expertise and dedication in the competitive financial services landscape. Generated from the website

The Zhong Wealth Management Group, led by Managing Director Joanne Zhong, specializes in providing comprehensive private wealth management solutions to ultra-high net worth clients, particularly those with connections to Asia. With over 15 years of experience in wealth management, the team is dedicated to developing long-term relationships and offering tailored strategies that address the unique challenges of cross-border investments and estate planning. Supporting the mission of the group, Wealth Management Associate Danyi Gu brings expertise in managing complex client needs, including international client onboarding and compliance. Together, they leverage the extensive resources of UBS to ensure clients receive quality financial advice and personalized service, helping preserve and grow their wealth for future generations. Generated from the website