JNZ Group - UBS Financial Services Inc.

ARC Partners is a team of experienced wealth managers dedicated to building and protecting financial wealth for their clients and future generations. They offer a holistic approach to financial planning, bridging the gaps between taxes, investments, and estate planning to create customized strategies that anticipate clients' needs throughout their lifetimes. With a diverse team that includes Private Wealth Advisors, Certified Financial Planners, and other financial specialists, ARC Partners focuses on developing long-term relationships and providing quality client service. Their expertise in navigating the complexities of wealth management allows them to deliver innovative solutions tailored to the unique challenges faced by individuals and families in the Bay Area and beyond. Generated from the website

Zhong Wealth Management Group, part of UBS Financial Services Inc. in Palo Alto, CA, specializes in providing tailored financial strategies for ultra-high net worth individuals, families, and family offices, particularly those with ties to Asia. Led by Managing Director Joanne Zhong, the team emphasizes developing long-term client relationships through a comprehensive understanding of individual priorities and a commitment to quality service. With over 15 years of experience, Joanne and her team navigate the complexities of cross-border business and investment, utilizing extensive global resources to deliver effective wealth management solutions. Supporting this mission, Danyi Gu, an Authorized Officer, focuses on the intricacies of international client onboarding, fiscal compliance, and investment strategies, ensuring clients receive attentive and personalized service in their financial journeys. Generated from the website

Zhong Wealth Management Group, part of UBS Financial Services Inc., is dedicated to providing tailored financial strategies for ultra-high net worth clients, particularly those with ties to Asia. Led by Managing Director Joanne Zhong, the team emphasizes building long-term relationships through quality client service and a comprehensive understanding of clients' unique needs and aspirations. Danyi Gu, as an Authorized Officer and Wealth Management Associate, supports the team by navigating the complexities of international regulations and trust structures. Together, they offer a solutions-oriented approach, specializing in investment management, estate planning, and cross-border business strategies to help clients preserve and enhance their wealth for future generations. Generated from the website