How can you 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.

  • Joseph

    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

    Vivo pro hodie, paro pro cras – Live for today, but plan for tomorrow

    Joe strives to provide excellent service with an unyielding focus on what’s best for his clients. He delivers comprehensive solutions from across the firm while maintaining a dialogue that is intimate and reflects deep knowledge of his clients’ individual needs.

    Honesty, integrity and understanding are the key values that drive Joe’s relationships with his clients. He believes in teaching as well as leading high net worth clients to a level of prosperity measured not only in dollars, but by quality of life. His practice emphasizes a disciplined approach based on a defined process.

    Joe designs and implements strategies that help address goals, as well as uncertainty, in his clients’ financial lives. He incorporates a wide range of solutions to manage assets, financial strategies, 401(k) and corporate retirement strategies. In addition to overseeing customized investment plans and implement proprietary model portfolios, Joe provides traditional advice and guidance to his clients.

    Since a young age, Joe has had a passion for managing money. He was a business owner before and during his college years, which turned out to be a formative learning experience. Joe brings with him over 24 years of investment experience. Prior to joining UBS, he was a Portfolio Manager in the Merrill Investment Advisory Program.

    Credentials that build confidence

    ·       B.A., cum laude, finance, Pacific Lutheran University

    ·       Series 3, 7, 9/10, 63 and 65 securities licenses

    ·       Chartered Retirement Planning Counselor™SM  (CRPC®)

    ·       Certified Plan Fiduciary Advisor™SM  (CPFA®)

    Outside the office

    Joe resides in Missoula, MT with his wife Chris and two children. He is an active member of his church and serves as a board member for Missoula Sunrise Rotary and the Westslope Chapter of Trout Unlimited. Joe is also a coach for the Missoula Mammoths.

    • 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.

      • Chartered Retirement Planning Counselor
      • Certified Plan Fiduciary Advisor
      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

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

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