Michael Laport-UBS Financial Services Inc

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775 Page Mill Rd
Palo Alto, CA 94304
+1 (650) 496-7417
https://advisors.ubs.com

Zhong Wealth Management Group, part of UBS Financial Services Inc. in Palo Alto, CA, specializes in providing tailored financial strategies to ultra-high net worth clients, particularly those with international ties. Led by Managing Director Joanne Zhong, the team is dedicated to building long-term relationships and delivering comprehensive wealth management solutions through a commitment to quality service.

Danyi Gu, Wealth Management Associate, enhances the group's mission by focusing on the complexities of international finance, including trust and estate structures and fiscal compliance. With a strong emphasis on serving clients with connections to Asia, Zhong Wealth Management Group prides itself on its extensive resources and collaborative approach to addressing diverse financial needs.

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