Kenneth Nugent, CFP - UBS Financial Services Inc.

Zhong Wealth Management Group, a part of UBS Financial Services Inc. in San Francisco, specializes in providing comprehensive wealth management solutions to ultra-high net worth clients both in the United States and internationally, particularly those with strong ties to Asia. Led by Managing Director Joanne Zhong, the team focuses on building long-term relationships, delivering tailored strategies that address complex financial and regulatory challenges faced by entrepreneurs and families. The firm's dedicated professionals, including Wealth Management Associate Danyi Gu, are committed to offering personalized service and expertise in areas such as estate planning, investment strategies, and international compliance. With a strong network of specialists and a solutions-oriented approach, Zhong Wealth Management Group aims to help clients preserve and grow their wealth for future generations. Generated from the website

Zhong Wealth Management Group, part of UBS Financial Services Inc. in San Francisco, specializes in providing comprehensive wealth management solutions for ultra-high net worth clients, particularly those with strong ties to Asia. Led by Managing Director Joanne Zhong, the firm emphasizes building long-term relationships and offering tailored financial strategies that address cross-border business complexities, estate planning, and investment needs. The team includes Wealth Management Associate Danyi Gu, who supports international clients by managing complex documentation and compliance requirements. Together, they leverage their extensive experience and global resources to provide exceptional client service and innovative financial solutions. Generated from the website

Zhong Wealth Management Group, led by Managing Director Joanne Zhong, specializes in providing comprehensive wealth management solutions for ultra-high net worth clients and their families, particularly those with ties to Asia. With over 15 years of experience, the team focuses on building lasting relationships through personalized financial strategies that address complex cross-border issues, investment opportunities, and estate planning. Danyi Gu, an Authorized Officer and Wealth Management Associate, supports the mission of the team by assisting with international client onboarding, complex trust structures, and fiscal compliance. Her extensive experience in the financial sector, combined with a dedication to client service, enhances the team's ability to deliver tailored solutions for their diverse clientele. Generated from the website