Pacific Legacy Wealth Management Group - UBS Financial Services Inc.

Zhong Wealth Management Group, a part of UBS Financial Services Inc., is dedicated to providing tailored financial solutions for ultra-high net worth clients, particularly those with international connections, especially in Asia. With a commitment to building long-term relationships, the team offers expertise in cross-border business, investment strategies, estate planning, and comprehensive private wealth management. Led by Managing Director Joanne Zhong, who boasts over 15 years of experience in wealth management, the group emphasizes a solutions-oriented approach that caters to the unique needs and goals of each client. Supported by a knowledgeable team, including Wealth Management Associate Danyi Gu, Zhong Wealth Management Group actively addresses complex financial needs through diligent service and a strong network of specialists. Generated from the website

The Liebowitz, Walker & Muniz Group at UBS Financial Services Inc. in Danville, CA, offers a comprehensive wealth management approach that emphasizes understanding clients' priorities and financial aspirations through personalized dialogue. Their UBS Wealth Way method focuses on three key dimensions—Liquidity, Longevity, and Legacy—to tailor strategies to help clients achieve their life goals amidst various market conditions. With a legacy of over 160 years, UBS stands as a global leader in wealth management, supporting clients through diverse financial challenges and opportunities. The firm is committed to making a positive impact through charitable efforts, including partnerships aimed at disaster relief and reconstruction initiatives. Generated from the website

Ying Zhang is a Managing Director at UBS Financial Services Inc., specializing in wealth management based in Danville, CA. With a commitment to understanding individual client priorities, Ying collaborates with clients to explore and develop effective strategies centered around liquidity, longevity, and legacy. Backed by over 160 years of experience, UBS stands as a leading global wealth manager with a significant presence in 51 countries and managed assets exceeding $6 trillion. The firm adopts a robust approach to wealth management, assisting clients in navigating financial opportunities and challenges while ensuring their life goals are confidently pursued. Generated from the website