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Zhong Wealth Management Group, based in San Diego, CA, is dedicated to providing comprehensive wealth management solutions tailored to ultra-high net worth individuals and families, particularly those with strong ties to Asia. Led by Managing Director Joanne Zhong, the team prioritizes long-term relationships and customized financial strategies to help clients achieve their life goals.
With a focus on international clientele, the group navigates complex cross-border investment regulations and estate planning issues, ensuring clients receive practical and strategic advice. Supported by a knowledgeable team, including Wealth Management Associate Danyi Gu, Zhong Wealth Management Group is committed to delivering exceptional service and solutions for their clients' financial needs.
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