Fortner Wealth Management - UBS Financial Services Inc.

Westport Capital Partners is a diversified and disciplined private real estate investment firm founded in 2005, with a core team of principals boasting an average of 21 years of experience working together. They focus on long-term value creation through investments in select properties, operating companies, securities, and other real estate-related assets. With approximately $4.7 billion in assets under management and a track record of over 200 real estate investments made and 149 exited as of December 31st, 2023, Westport Capital Partners leverages institutional knowledge and an entrepreneurial team to identify and capitalize on compelling risk-adjusted investments across various sectors and cycles. Generated from the website

UBS Financial Services Inc., located in El Segundo, CA, is a prominent wealth management firm that specializes in family wealth management, focusing on high-level executives and successful entrepreneurs. With a commitment to ensuring multi-generational legacies, the firm utilizes its UBS Wealth Way approach, emphasizing liquidity, longevity, and legacy to meet clients' diverse financial needs. Founded more than 160 years ago, UBS has demonstrated resilience and expertise in navigating various market conditions, earning recognition as a leading global wealth manager. The firm is backed by a strong team, including First Vice President Albert Shih, who brings a rich background in economics and a dedication to serving the community through volunteer efforts. Generated from the website

Zhong Wealth Management Group, led by Joanne Zhong, specializes in providing comprehensive wealth management solutions to ultra-high net worth clients, particularly those with international ties, particularly in Asia. With a commitment to understanding clients' unique priorities, the team develops customized strategies that encompass investment, liquidity solutions, and estate planning. Danyi Gu, an authorized officer and wealth management associate, supports the group's mission by navigating the complexities of cross-border regulations and risk management. Together, they focus on fostering long-term relationships while delivering top-tier client service amid the evolving landscape of global wealth management. Generated from the website