Your life. Your wealth. Your future.

Pursue what matters most

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Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

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Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Joe Hertig

    Joseph Hertig

    First Vice President–Wealth Management

    Market Director

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    • AK
    • AK
    • AL
    • AL
    • AZ
    • CA
    • CO
    • CT
    • FL
    • GA
    • HI
    • HI
    • ID
    • IL
    • IN
    • KY
    • KY
    • LA
    • LA
    • MA
    • MD
    • MD
    • ME
    • MN
    • MO
    • MT
    • NC
    • ND
    • ND
    • NH
    • NH
    • NJ
    • NJ
    • NM
    • NM
    • NV
    • NY
    • OH
    • OH
    • OK
    • OR
    • PA
    • PA
    • PR
    • TX
    • UT
    • VA
    • WA
    • WI
    • WY
    • Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
    • Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

        100 Railroad Street W
        Missoula, MT 59802
        joseph.hertig@ubs.com
        Joseph Hertig
        100 Railroad Street W,Missoula,MT,59802
      • Kerry

        Kerry Witterschein

        Associate Director

        Admin Manager

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        • AK
        • MT
        • OR
        • TX
        • WA
        • WI

              925 Fourth Avenue
              31st and 32nd Floors
              Seattle, WA 98104
              kerry.witterschein@ubs.com
              Kerry Witterschein
              925 Fourth Avenue,Seattle,WA,98104
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              James Wilson

              Director

              Supervisory Officer

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              • MD
              • MT
              • OR
              • WA

                    Home Worker MD
                    Home Worker MD, MD 000
                    james.wilsonjr@ubs.com
                    James Wilson
                    Home Worker MD,Home Worker MD,MD,000

                  Why does A.I. in space matter?

                  Outlook on interest rates

                  Tree

                  UBS and Credit Suisse—stronger than ever

                  Global Wealth Report 2024

                  Crafted wealth intelligence

                  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.

                  Download the report

                  A leader in wealth management

                  Backed by the strength of our parent company, UBS AG

                  $5.8+ trn

                  UBS Group invested assets
                  As of 03/31/2024

                  51 countries

                  Our global footprint

                  Global leader

                  UBS is a leading and truly global wealth manager

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