The Matthews Oliver Group - UBS Financial Services Inc.

Cheng and Shea Financial Group, part of UBS Financial Services Inc., is located in Palo Alto, CA, and specializes in providing personalized wealth management services. With a commitment to understanding the global marketplace, their team focuses on developing long-term relationships and delivering customized financial strategies tailored to clients' needs. The group is led by experienced professionals, including Connie Hong Cheng and James Shea, both of whom hold the CERTIFIED FINANCIAL PLANNER designation and have extensive backgrounds in financial services. Their expertise encompasses a wide range of investment strategies, catering to women investors, entrepreneurs, and family offices. Generated from the website

UBS Financial Services Inc. is a leading global wealth manager with over 160 years of experience, dedicated to providing customized financial strategies tailored to the unique needs of each client. The firm emphasizes the importance of building long-term relationships through a commitment to quality client service, helping clients navigate their financial lives and achieve their goals. Utilizing the UBS Wealth Way approach, the firm organizes financial planning into three key dimensions: Liquidity for short-term expenses, Longevity for long-term needs, and Legacy for future generations. This comprehensive strategy aims to assist clients in exploring and pursuing their wealth management objectives while acknowledging the inherent risks associated with investments. Generated from the website

Zhong Wealth Management Group, part of UBS Financial Services Inc. in Palo Alto, CA, specializes in providing tailored financial strategies for ultra-high net worth individuals, families, and family offices, particularly those with ties to Asia. Led by Managing Director Joanne Zhong, the team emphasizes developing long-term client relationships through a comprehensive understanding of individual priorities and a commitment to quality service. With over 15 years of experience, Joanne and her team navigate the complexities of cross-border business and investment, utilizing extensive global resources to deliver effective wealth management solutions. Supporting this mission, Danyi Gu, an Authorized Officer, focuses on the intricacies of international client onboarding, fiscal compliance, and investment strategies, ensuring clients receive attentive and personalized service in their financial journeys. Generated from the website