Benjamin Lam - UBS Financial Services Inc.

Zhong Wealth Management Group, part of UBS Financial Services Inc. in San Francisco, specializes in providing comprehensive wealth management solutions for ultra-high net worth clients, particularly those with international ties and interests in Asia. Led by Managing Director Joanne Zhong and her dedicated team, the group emphasizes building long-term relationships through customized strategies that address the complex financial needs of entrepreneurs and families. The team combines extensive industry experience with a solutions-oriented approach, focusing on areas such as estate planning, investment management, and fiscal compliance. With a commitment to quality client service, Zhong Wealth Management Group aims to empower clients to preserve and grow their wealth for future generations. Generated from the website

Visit our office today located in San Francisco, 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., is dedicated to providing tailored financial strategies for ultra-high net worth clients, particularly those with international ties. Led by Managing Director Joanne Zhong, the team focuses on building long-term relationships and delivering comprehensive wealth management solutions that encompass investment, estate planning, and compliance with complex cross-border regulations. With a strong emphasis on client service, the group employs a solutions-oriented approach and leverages extensive global resources to help clients achieve their financial goals. The team, which includes experienced professionals like Danyi Gu, is committed to navigating the intricate financial landscape for businesses and families, ensuring that their wealth is preserved and passed down through generations. Generated from the website