Presidio Partners - Ubs Financial Services

Zhong Wealth Management Group, part of UBS Financial Services in Los Angeles, specializes in providing comprehensive wealth management solutions for ultra-high net worth clients and their families, particularly those with connections to Asia. Led by Managing Director Joanne Zhong, the team focuses on building long-term relationships through tailored strategies that address the complexities of cross-border investments, estate planning, and financial management.

With a team that includes Wealth Management Associate Danyi Gu, Zhong Wealth Management Group is dedicated to navigating the intricate financial landscape for its international clientele. Their commitment to quality service and a solutions-oriented approach ensures that clients effectively pursue their life goals and preserve their wealth for future generations.

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