Buckendorf Wealth Management - UBS Financial Services Inc.

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3001 Douglas Blvd Ste 160
Roseville, CA 95661
+1 (916) 774-7425
https://advisors.ubs.com

Zhong Wealth Management Group, part of UBS Financial Services Inc. in Roseville, CA, specializes in providing comprehensive wealth management solutions for ultra-high net worth entrepreneurs and families, particularly those with ties to Asia. With a client-centric approach, they prioritize long-term relationships, offering customized strategies that encompass investment, estate planning, and cross-border considerations.

Leading the team is Joanne Zhong, an accomplished International Wealth Management Advisor with over 15 years of experience, alongside Danyi Gu, a Wealth Management Associate dedicated to assisting clients with complex financial needs. Together, they leverage their extensive industry knowledge and global resources to ensure clients can confidently navigate financial opportunities and challenges.

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