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
      • Kerry

        Kerry Witterschein

        Associate Director

        Admin Manager

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        • AK
        • MT
        • OR
        • TX
        • WA

              600 Southwest Columbia
              Building 4 (Suite 6200), 2nd Floor
              Bend, OR 97702
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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

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                  UBS and Credit Suisse—stronger than ever

                  Managing wealth is our craft

                  We’re committed to understanding what wealth means for you.

                  At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

                  Backed by the strength of UBS

                  A global leader in wealth management

                  $5+ trillion

                  In invested assets globally 
                  As of 11/07/2023

                  51 countries

                  Our global footprint

                  Global leader

                  UBS is a world-leading wealth manager

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