San Francisco Equity Compensation Group - UBS Financial Services Inc.

Visit our office today located in San Francisco, CA. Our team of seasoned Financial Advisors and service professionals are committed to listening to you, assessing your concerns and developing a clear action plan helping you achieve what matters most.

Visit our office today located in San Francisco, CA. Our team of seasoned Financial Advisors and service professionals are committed to listening to you, assessing your concerns and developing a clear action plan helping you achieve what matters most.

Zhong Wealth Management Group, part of UBS Financial Services Inc. in San Francisco, specializes in providing comprehensive wealth management solutions for ultra-high net worth clients, particularly those with international ties and interests in Asia. Led by Managing Director Joanne Zhong and her dedicated team, the group emphasizes building long-term relationships through customized strategies that address the complex financial needs of entrepreneurs and families. The team combines extensive industry experience with a solutions-oriented approach, focusing on areas such as estate planning, investment management, and fiscal compliance. With a commitment to quality client service, Zhong Wealth Management Group aims to empower clients to preserve and grow their wealth for future generations. Generated from the website