First Independent Insurance

Experience, intellectual capital and dedicated personal service to help you meet your life goals

Zhong Wealth Management Group, part of UBS Financial Services Inc., offers tailored financial strategies to ultra-high net worth individuals and families, particularly those with strong ties to Asia. Led by Managing Director Joanne Zhong, the firm focuses on long-term client relationships and provides expertise in cross-border investment, estate planning, and complex financial solutions. Supported by a dedicated team including Wealth Management Associate Danyi Gu, the group emphasizes comprehensive wealth management services and fiscal compliance for international clients. With a commitment to quality client service, Zhong Wealth Management Group prides itself on developing strategies that align with clients' unique goals and aspirations. Generated from the website