Taylor Thompson - Ubs Financial Services

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20 Pacifica
Irvine, CA 92618
+1 (949) 453-5122
https://advisors.ubs.com

Zhong Wealth Management Group, part of UBS Financial Services Inc. in Irvine, CA, specializes in providing comprehensive wealth management solutions for ultra-high net worth entrepreneurs and families with international ties, particularly in Asia. Led by Managing Director Joanne Zhong, the team prioritizes building long-term relationships through personalized client service and expert financial strategies tailored to individual needs.

The group is supported by Wealth Management Associate Danyi Gu, who focuses on navigating complex cross-border regulations and assisting clients with investment proposals, international stock transfers, and fiscal compliance. With a commitment to delivering quality advice, Zhong Wealth Management Group aims to empower clients in preserving and transferring their wealth across generations.

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Visit our office today located in Irvine, 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.
United States›California›Irvine›Taylor Thompson - Ubs Financial Services