UBS Private Wealth Management

Sonny Gulati is a Managing Director in Wealth Management at UBS Financial Services Inc., located in Palo Alto, CA. With a commitment to understanding clients' comprehensive financial needs, he provides tailored wealth advice that encompasses both personal and business priorities. Recognized as an industry leader, Sonny has been featured in Forbes' Best in State Wealth Advisors from 2019 to 2025. His extensive experience includes advising corporate executives on asset allocation, investing, estate planning strategies, and more, ensuring clients receive specialized guidance backed by UBS's global resources. Generated from the website

Visit our office today located in Palo Alto, CA. Our team of seasoned Financial Advisors and service professionals are committed to listening to you, assessing your concerns and developing a clear action plan helping you achieve what matters most.

Zhong Wealth Management Group, part of UBS Financial Services Inc. in Palo Alto, CA, specializes in providing tailored financial strategies to ultra-high net worth clients, particularly those with international ties. Led by Managing Director Joanne Zhong, the team is dedicated to building long-term relationships and delivering comprehensive wealth management solutions through a commitment to quality service. Danyi Gu, Wealth Management Associate, enhances the group's mission by focusing on the complexities of international finance, including trust and estate structures and fiscal compliance. With a strong emphasis on serving clients with connections to Asia, Zhong Wealth Management Group prides itself on its extensive resources and collaborative approach to addressing diverse financial needs. Generated from the website