LINCOLN FINANCIAL GROUP

Royal Alliance Associates, now operating under Osaic Securities, provides a range of financial and investment advisory services through Osaic Wealth Inc., which is a registered broker-dealer and investment adviser. The firm is a member of FINRA and SIPC, ensuring a regulated environment for clients' investment needs. Services are also offered through various affiliated firms, including Triad Advisors LLC and Securities America Inc., among others, which cater to diverse client requirements. It is important to note that while the information provided is intended as a courtesy, linking to external websites means leaving the original site, and no representations are made regarding the accuracy of the information found there. Generated from the website

Zhong Wealth Management Group, part of UBS in Mill Valley, CA, specializes in providing comprehensive wealth management solutions for ultra-high net worth clients, particularly those with international ties. The team, led by Managing Director Joanne Zhong, focuses on building long-term relationships through personalized strategies and expert guidance in areas such as estate planning, investment, and liquidity solutions. With a dedicated team that includes Wealth Management Associate Danyi Gu, Zhong Wealth Management Group emphasizes understanding clients' goals while navigating complex cross-border regulations and financial landscapes. The group's commitment to quality client service enables them to support families and entrepreneurs in preserving and transferring their wealth across generations. Generated from the website