Jack Stonhaus - UBS Financial Services Inc.

Zhong Wealth Management Group, a part of UBS Financial Services Inc. in Fresno, CA, specializes in providing comprehensive wealth management solutions tailored for ultra-high net worth clients and their families, particularly those with ties to Asia. Led by Managing Director Joanne Zhong, the firm emphasizes long-term client relationships and quality service through a deep understanding of clients' financial goals and challenges, especially in cross-border investment and estate planning. Supported by a skilled team, including Wealth Management Associate Danyi Gu, Zhong Wealth Management Group offers expertise in navigating complex financial landscapes, focusing on international client onboarding, trust structures, and compliance. With a commitment to strategic, solutions-oriented advice, the group strives to enable clients to preserve and grow their wealth for future generations. Generated from the website

Beacon Pointe is one of the largest independent Registered Investment Advisory firms (RIAs) in the nation, working with institutions, defined contribution plans, individuals and families. The firm focuses on full service financial planning and research driven investments. Beacon Pointe is 100% employee-owned and we accept no fees from the investment managers we recommend to our clients. This ensures our fiduciary duty is upheld and that our clients best interests are the driving force in the relationship.

With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management experience to help you develop strategies and solutions for pursuing financial security, no matter where you are in life.