The Stonhaus Folland Wealth Management Group-UBS Financial Services Inc

Call
Website
Ste 101
Fresno, CA 93704
+1 (559) 248-4005
https://advisors.ubs.com

The Stonhaus Folland Wealth Management Group-UBS Financial Services Inc, based in Fresno, CA, specializes in providing comprehensive wealth management solutions tailored to ultra-high net worth individuals and families, particularly those with international ties. With a focus on building lasting client relationships, the group emphasizes understanding clients' goals and addressing their unique financial needs through customized strategies.

Led by Managing Director Joanne Zhong and supported by Wealth Management Associate Danyi Gu, the team is dedicated to navigating the complexities of cross-border business, investment, and estate planning. Their extensive experience and commitment to quality client service enable them to deliver practical solutions that help clients preserve wealth and plan for future generations.

Generated from the website

Owner verified
See a problem?

You might also like

Terry Stone - Financial Advisor, Ameriprise Financial Services, LLC
Services, nec, nec, Auditing services

Terry Stone - Financial Advisor, Ameriprise Financial Services, LLC

1
"Mr. Stone is a pleasure to work with. He listened to what I needed, put together a plan and set a timeline. He completed all of the work I needed in a timely manner. As a consumer I appreciate..."
Buckingham Strategic Wealth
Business services, nec, nec

Buckingham Strategic Wealth

We believe choosing the right financial advisor may be one of the most important decisions you make. At Buckingham Strategic Wealth, we take the time to get to know you so we can create a holistic wealth plan that reflects what is important to you. Our wealth management firm's collaborative approach centers on your future and is intended to help you gain greater clarity on your life goals through education and insights from our experienced financial advisors. Our Fresno investment company is dedicated to objectively working as an advocate and fiduciary for our clients, developing prudent strategies to assist in attaining your specific wealth management, retirement, and financial planning goals. Call our financial planners in Fresno!
Jack Stonhaus - UBS Financial Services Inc.

Jack Stonhaus - UBS Financial Services Inc.

Zhong Wealth Management Group, part of UBS Financial Services Inc., specializes in providing comprehensive financial strategies for ultra-high net worth entrepreneurs and families, particularly those with ties to Asia. The team's mission focuses on establishing long-term relationships through quality client service, ensuring that clients can confidently pursue their life goals. Led by Managing Director Joanne Zhong, the group leverages global resources to offer tailored wealth management solutions, estate planning, and investment strategies. Supported by Wealth Management Associate Danyi Gu, the team excels in navigating complex cross-border regulations and helping clients effectively manage their financial needs. Generated from the website
United States›California›Fresno›The Stonhaus Folland Wealth Management Group-UBS Financial Services Inc

Partial Data by Infogroup (c) 2025. All rights reserved.