Stanford Smith - UBS Financial Services Inc.

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3390 University Ave Ste 270
Riverside, CA 92501

Zhong Wealth Management Group, led by Managing Director Joanne Zhong and supported by Wealth Management Associate Danyi Gu, specializes in providing tailored financial strategies for ultra-high net worth clients, particularly those with international ties. With over 15 years of experience, the team is dedicated to fostering long-term relationships and delivering comprehensive wealth management solutions, including estate planning and investment strategies.

The group focuses on addressing the unique challenges faced by non-U.S. clients and entrepreneurs connected to Asia, leveraging extensive global resources and industry expertise. Their client-centric approach ensures that they understand individual goals, facilitating proactive and informed financial decision-making.

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