Daniel A. Short - Ubs Financial Services

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3011 Townsgate Rd
Westlake Village, CA 91361
+1 (805) 367-3653
https://advisors.ubs.com

Zhong Wealth Management Group, based in Westlake Village, CA, is dedicated to providing tailored financial strategies for ultra-high net worth entrepreneurs and families, particularly those with international ties. Led by Managing Director Joanne Zhong, the team emphasizes building long-lasting relationships through a commitment to quality client service and comprehensive wealth management solutions.

With a focus on navigating complex cross-border risks and regulations, the group's knowledgeable advisors, including Wealth Management Associate Danyi Gu, support clients in areas such as estate planning, investment, and cash flow management. Their solutions-oriented approach is enhanced by access to the global resources of UBS, allowing them to meet the diverse needs of their clientele effectively.

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