UBS Financial Services

Zhong Wealth Management Group, part of UBS Financial Services in Sacramento, CA, focuses on providing tailored financial strategies to ultra-high net worth individuals, families, and their family offices, particularly those with strong ties to Asia. Led by Managing Director Joanne Zhong, the team emphasizes long-term relationships and quality client service to help clients achieve their vision for the future.

With a strong background in international wealth management, Joanne and her team deliver comprehensive advice on cross-border business, investment, and estate planning. Wealth Management Associate Danyi Gu supports clients with complex financial needs, ensuring compliance and providing guidance on international transactions and trading strategies.

Generated from the website