Zhong Wealth Management Group, part of UBS Financial Services Inc. in San Jose, CA, is dedicated to providing quality financial strategies tailored to the unique needs of ultra-high net worth entrepreneurs and families. Led by Managing Director Joanne Zhong, the team focuses on developing long-term relationships through a commitment to exceptional client service and comprehensive wealth management solutions.
With extensive experience working with international clients, including a strong focus on those with ties to Asia, the group addresses complex cross-border risks, estate planning, and investment strategies. Wealth Management Associate Danyi Gu supports this mission by facilitating client onboarding and managing international stock transfers, ensuring clients receive the detailed attention and expertise they require.
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