James A Diepenbrock

Zhong Wealth Management Group, led by Managing Director Joanne Zhong, specializes in providing tailored financial strategies for ultra-high net worth entrepreneurs and families, particularly those with ties to Asia. The team is committed to developing long-term relationships through quality client service and offers comprehensive advice on cross-border business, investment, liquidity solutions, and estate planning. Danyi Gu, an Authorized Officer and Wealth Management Associate, supports the team by navigating complex international regulations and financial needs for their clientele. With a dedicated focus on trading, international stock transfers, and compliance, Danyi ensures that clients receive meticulous attention and solutions tailored to their evolving financial landscapes. Generated from the website

UBS Financial Services is a registered broker and dealer that provides wealth management solutions in the United States. It offers securities, trading, brokerage and related products and services. The company s home office in the United States is located in New York. UBS Financial Services is a part of UBS, which was formed in 1998 with the merger of Union Bank of Switzerland and Swiss Bank Corporation. UBS specializes in wealth management businesses, global investment, key assets, and is one of the leaders in Swiss corporate and individual client banking. It provides a range of wealth management services, such as asset management, estate planning, corporate finance and art banking services. Its client base includes financial institutions, advisors, central banks, charitable foundations and individual investors. Additionally, the company offers underwriting, advisory, brokerage and market making services. UBS has a staff of more than 75,000 employees worldwide. UBS Financial Services maintains one of its locations in Sacramento, Calif.

At Allison Wealth Management, we founded our firm with the desire to help individuals, families, government employees, and business owners create personalized financial strategies designed to grow with them through the many milestones of life. Over the course of our many years in the financial services industry, this passion has never wavered. We seek to serve as our clients financial coach. Through a holistic process that addresses a clients entire financial picture, our goal is to guide clients through the many financial milestones in life, from saving for a childs college tuition to building wealth to living in retirement.