Jay Family Partners - UBS Financial Services Inc.

Zhong Wealth Management Group, a team within UBS Financial Services Inc. based in Walnut Creek, CA, specializes in providing comprehensive wealth management solutions to ultra-high net worth clients, particularly those with strong ties to Asia. Led by Managing Director Joanne Zhong, the group emphasizes long-term relationships and tailored strategies to help clients achieve their financial goals while navigating complex cross-border regulations.

With a dedicated team that includes Wealth Management Associate Danyi Gu, Zhong Wealth Management Group addresses the unique needs of international entrepreneurs and families, ensuring meticulous attention to compliance and investment strategies. Their commitment to quality client service and extensive industry experience positions them as a primary source of financial advice for their clientele.

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