Connie Cheng - UBS Financial Services, Trivium Private Wealth

Zhong Wealth Management Group, part of UBS Financial Services Inc., specializes in providing comprehensive wealth management solutions for international ultra-high net worth clients, particularly those with strong ties to Asia. The team, led by Managing Director Joanne Zhong, focuses on developing long-term relationships and delivering tailored financial strategies to meet clients' unique needs. With a commitment to exceptional client service, the group addresses complex cross-border investment and estate planning challenges. They leverage UBS's global resources to ensure clients receive a holistic approach to wealth management, supported by a network of specialists and a keen focus on their financial goals. Generated from the website

ARC Partners is a team of experienced wealth managers dedicated to building and protecting financial wealth for their clients and future generations. They offer a holistic approach to financial planning, bridging the gaps between taxes, investments, and estate planning to create customized strategies that anticipate clients' needs throughout their lifetimes. With a diverse team that includes Private Wealth Advisors, Certified Financial Planners, and other financial specialists, ARC Partners focuses on developing long-term relationships and providing quality client service. Their expertise in navigating the complexities of wealth management allows them to deliver innovative solutions tailored to the unique challenges faced by individuals and families in the Bay Area and beyond. Generated from the website

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