SBBH Group - UBS Financial Services Inc.

The Zhong Wealth Management Group, part of UBS Financial Services Inc. in Santa Barbara, CA, specializes in providing comprehensive wealth management solutions tailored to ultra-high net worth individuals, families, and their family offices. Led by Managing Director Joanne Zhong, the team focuses on building lasting relationships and offering customized strategies to meet clients' unique financial needs, particularly in cross-border investment and estate planning.

With a dedicated team, including Wealth Management Associate Danyi Gu, the group is well-equipped to navigate complex international regulations and financial landscapes, especially for clients with strong ties to Asia. Their commitment to quality client service and a solutions-oriented approach has earned them recognition in the wealth management industry, making them a trusted advisor for those seeking to preserve and grow their wealth.

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