Wealth Management Partners of Los Angeles

Visit our office today located in Pasadena, 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 Pasadena, CA, specializes in providing comprehensive wealth management solutions for ultra-high net worth clients, particularly those with strong ties to Asia. Led by Managing Director Joanne Zhong and supported by a dedicated team, the group emphasizes building long-term relationships while tailoring strategies to meet the unique financial goals of individuals, families, and family offices. The firm's expertise encompasses navigating complex cross-border regulations and risks, focusing on investment solutions, liquidity management, and estate planning. Team member Danyi Gu further enhances their offerings with her extensive knowledge of international client onboarding and financial compliance, ensuring clients receive personalized service in their wealth management journey. Generated from the website

Visit our office today located in Pasadena, 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.