Brea Wealth Management-UBS Financial Services Inc

Zhong Wealth Management Group, part of UBS Financial Services Inc. in Brea, CA, specializes in providing comprehensive wealth management solutions for ultra-high net worth entrepreneurs, families, and their family offices, particularly with strong ties to Asia. Led by Managing Director Joanne Zhong, the team is committed to fostering long-term relationships through a deep understanding of clients' priorities and tailored strategies to meet their financial goals.

The group's members, including Wealth Management Associate Danyi Gu, bring extensive experience and in-depth knowledge of complex cross-border risks and regulations, ensuring that clients receive attentive service across various financial needs. Their mission centers on delivering quality strategies and a solutions-oriented approach to help clients preserve and grow their wealth for future generations.

Generated from the website