Indian Wells Wealth Management Group - UBS Financial Services Inc.

Phillip Tanner CFP® is a seasoned financial advisor with nearly 18 years of experience in the financial services industry, specializing in comprehensive financial planning and wealth management. A native of the Coachella Valley, he returned to the area after attending Purdue University and has a strong commitment to helping clients achieve their financial goals. At UBS Financial Services Inc. in Indian Wells, CA, Phillip Tanner and his team offer a broad range of services, including cash management, retirement planning, and legacy planning. They emphasize understanding clients' priorities and concerns to create customized investment strategies that align with their life goals. Generated from the website

Zhong Wealth Management Group, part of UBS Financial Services Inc., specializes in providing comprehensive private wealth management solutions tailored for ultra-high net worth individuals and families, particularly those with international ties to Asia. Led by Managing Director Joanne Zhong and her team, the group emphasizes building long-term relationships through personalized financial strategies, ensuring clients feel supported in their wealth preservation and legacy goals. With over 15 years of experience, Joanne Zhong offers specialized expertise in navigating complex cross-border regulations and investment strategies, drawing on extensive resources available through UBS. Supported by Wealth Management Associate Danyi Gu, the group focuses on addressing the unique financial needs of their clients, including international stock transfers, fiscal compliance, and estate planning. Generated from the website

Visit our office today located in Indian Wells, CA. Our team of seasoned Financial Advisors and service professionals are committed to listening to you, assessing your concerns and developing a clear action plan helping you achieve what matters most.