How can you pursue what matters most?

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 Hertig

First Vice President–Wealth Management

Market Director
View bio Industry recognition
- AK
- AK
- AL
- AL
- AZ
- CA
- CO
- CT
- DC
- DC
- FL
- GA
- HI
- HI
- ID
- IL
- IN
- KY
- KY
- LA
- LA
- MA
- MD
- MD
- ME
- MI
- MI
- MN
- MO
- MT
- NC
- ND
- ND
- NE
- NE
- NH
- NH
- NJ
- NJ
- NM
- NM
- NV
- NY
- OH
- OH
- OK
- OR
- PA
- PA
- PR
- SD
- SD
- TX
- UT
- VA
- VT
- VT
- 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
Suite 103
Missoula, MT 59802

joseph.hertig@ubs.com

Joseph Hertig

100 Railroad Street W,Missoula,MT,59802
Kerry Witterschein

Associate Director

Admin Manager
View bio
- AK
- AL
- DC
- FL
- HI
- IN
- MA
- MD
- ME
- MI
- MT
- NE
- NJ
- OK
- OR
- PA
- SD
- TX
- UT
- VT
- WA
- WI
925 Fourth Avenue
31st and 32nd Floors
Seattle, WA 98104

kerry.witterschein@ubs.com

Kerry Witterschein

925 Fourth Avenue,Seattle,WA,98104
James Wilson

Director

Supervisory Officer
View bio
- 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

Joseph Hertig

First Vice President–Wealth Management

Market Director
View bio Industry recognition
- AK
- AK
- AL
- AL
- AZ
- CA
- CO
- CT
- DC
- DC
- FL
- GA
- HI
- HI
- ID
- IL
- IN
- KY
- KY
- LA
- LA
- MA
- MD
- MD
- ME
- MI
- MI
- MN
- MO
- MT
- NC
- ND
- ND
- NE
- NE
- NH
- NH
- NJ
- NJ
- NM
- NM
- NV
- NY
- OH
- OH
- OK
- OR
- PA
- PA
- PR
- SD
- SD
- TX
- UT
- VA
- VT
- VT
- 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
Suite 103
Missoula, MT 59802

joseph.hertig@ubs.com

Joseph Hertig

100 Railroad Street W,Missoula,MT,59802
Kerry Witterschein

Associate Director

Admin Manager
View bio
- AK
- AL
- DC
- FL
- HI
- IN
- MA
- MD
- ME
- MI
- MT
- NE
- NJ
- OK
- OR
- PA
- SD
- TX
- UT
- VT
- WA
- WI
925 Fourth Avenue
31st and 32nd Floors
Seattle, WA 98104

kerry.witterschein@ubs.com

Kerry Witterschein

925 Fourth Avenue,Seattle,WA,98104
James Wilson

Director

Supervisory Officer
View bio
- 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

Connecting you to the deep resources of UBS

By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.

Turn possibilities into a plan

What’s really important to you—today and for the long term? UBS Wealth Way starts with questions and discussions that can help you organize your financial life into three key dimensions: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

^{UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment. Time frames may vary. Strategies are subject to individual client goals, objectives and suitability.}

House View Monthly

A leading global wealth manager

UBS Year Ahead 2025

Roaring 20s: The next stage

Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.

A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.

Read the report

A leader in wealth management

Backed by the strength of our parent company, UBS AG

^$5.9+ trn

UBS Group invested assets
As of 06/30/2024

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager

How can you pursue what matters most?

Pursuing your goals together

Joseph Hertig

Kerry Witterschein

James Wilson