San Diego Wealth Management Group - UBS Financial Services Inc.

Zhong Wealth Management Group, a part of UBS Financial Services Inc., specializes in providing comprehensive wealth management solutions to ultra-high net worth individuals, families, and their family offices, particularly those with ties to Asia. Led by Managing Director Joanne Zhong, the group emphasizes long-term relationships and personalized strategies to help clients navigate complex financial landscapes and achieve their life goals.

With a dedicated team including Authorized Officer Danyi Gu, Zhong Wealth Management Group is committed to addressing the unique challenges faced by international clients. Their expertise encompasses cross-border investment risks, estate planning, and tailored financial strategies, ensuring clients receive the highest level of service and support in managing their wealth.

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