Trivium Private Wealth - Ubs Financial Services

Connie Hong Cheng is a Managing Director at UBS Financial Services Inc., located in Palo Alto, CA, specializing in wealth management. With a commitment to putting clients' best interests first, she emphasizes the importance of understanding individual priorities and concerns to build lasting relationships. UBS Financial Services Inc. is a leading global wealth manager with over 160 years of experience, providing investment advisory and brokerage services. The firm employs a comprehensive approach known as the UBS Wealth Way, which focuses on three key dimensions: Liquidity, Longevity, and Legacy, to assist clients in achieving their financial goals. Generated from the website

Zhong Wealth Management Group, part of UBS Financial Services, specializes in providing tailored wealth management strategies for ultra-high net worth entrepreneurs and families, particularly those with strong ties to Asia. Led by Managing Director Joanne Zhong, the team emphasizes long-term relationships and comprehensive financial advice, addressing complex cross-border regulations and investment solutions. With expertise from both U.S. and Asian markets, the team, including Wealth Management Associate Danyi Gu, focuses on services such as international client onboarding, estate planning, and strategic financial management. Their commitment to understanding client goals fosters an environment where clients can confidently pursue their financial aspirations. Generated from the website

UBS Financial Services Inc. in Menlo Park, CA, is dedicated to providing customized financial strategies tailored to meet the unique needs of its clients. With a focus on building long-term relationships, the firm emphasizes quality client service and clear advice to help individuals achieve their financial goals. Led by experienced professionals, including Market Director Emily dela Reguera, UBS offers a range of programs aimed at developing the next generation of financial advisors. The team is committed to understanding clients' passions and the impact they wish to make, ensuring a collaborative approach to financial planning. Generated from the website