Financial planning tailored to your goals

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Understanding your life, your wealth and what you want to accomplish is at the core of our practice. We'll discuss your goals, the people who are most important in your life and your vision for the future. Then we'll help you organize your financial life into three strategies: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

Timeframes may vary. Strategies are subject to individual client goals, objectives and suitability. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved.

Your primary source for financial advice

We are here to provide quality strategies customized to your needs. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.

  • Jenny's photo

    Jenny Wang

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AZ
    • CA
    • CT
    • FL
    • HI
    • MA
    • NC
    • NJ
    • NY
    • OH
    • OR
    • PA
    • TN
    • TX
    • WA

    Countries of focus: China Taiwan Hong Kong

    Jenny Wang is a Senior Vice President and an International Financial Advisor in Global Wealth Management at UBS International Financial Services since 2016. She services individual investors, small and middle-market businesses with a full range of banking, lending, investment, asset management, Private Equity and Alternative products and services. Jenny assists her high net worth clients with services provided by UBS Financial Services. 

    Jenny had extensive client development and team building experience from her work in the retail branches in the Los Angeles area.  Jenny was a founding member of their Asian Private Client Group in 1998 during the time that the Asian population in the area was rapidly increasing.  She was one of the earliest advisors to recognize the potential new wealth from the Asia Pacific Region, and particularly from mainland China.  From 1999 to 2016 Jenny Wang was First Vice President at Merrill Lynch.  Prior to that, Jenny was a Vice-President at Wells Fargo Bank for 4 years. Prior Wells Fargo, Jenny worked at Bank of America from 1994 to 1996.

    In the past 27 years, Jenny has successfully assisted her high net worth international clients, from many different countries, with their complex investment goals including Offshore Trusts and Personal Holding Companies.  From cash management, complex private equity transactions to establish individual or family Financial plan, Jenny works with her clients to fulfill their investment needs.

    Jenny has had the privilege of being associated with several world class brands and business. In Jenny’s 27 years of experience in the financial Industry she has managed portfolios for ultra-high net worth clients. She prides herself on building relationships with these clients that go beyond her financial expertise and becoming a trusted family advisor for many of them.

          251 South Lake Avenue
          10th Floor
          Pasadena, CA 91101

          Jenny Wang
          251 South Lake Avenue,Pasadena,CA,91101

        A focus on personalized access and service

        Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.


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        Global Wealth Report 2024

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        Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

        Gain additional insights into the trends shaping wealth in the US and around the world.

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