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$3.9 trillion
In invested assets globally
As of 12/31/2022
Our wealth management team works extensively with entrepreneurs, business owners, professional athletes and their families. We help our clients prepare their estates for the future liquidity they are destined to earn, and help plan for the complex challenges you may face—those that are known, as well as those unforeseen. We also help to avail our clients to investment opportunities commensurate with such wealth.
Our mission is straightforward: to help provide the advice and knowledge you need to accomplish your goals. It is our job to make sure you are clear about your options and plan early. To best serve our clients, we have forged close, strategic relationships within UBS—one of largest wealth management firms in the world—and with outside professionals. It is all about you: we are passionate about our clients and the work we do for them.
Senior Vice President–Wealth Management
Financial Advisor
Josh drives the planning side of our practice. He draws upon 23 years of industry experience to create in-depth financial plans for our clients, spearheading the collaboration between the team, other UBS specialists and our clients' tax and legal advisors. Josh completed UBS's comprehensive Private Wealth Accreditation program designed for advisors serving and advising families of substantial means. Josh earned his B.S. in finance from Arizona State University and his CIMA® through the Wharton School of the University of Pennsylvania. He serves on the board of the Make-A-Wish Foundation and on the Seton Professional Advisors Council (Dell Children's Hospital). Josh resides in Austin with his wife, Kristen, and their two children.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Education
Credentials
Joshua Pottinger, CIMA® is also part of:
ATX Wealth Partners
Lets connect
Senior Vice President–Wealth Management
Financial Advisor
Josh drives the planning side of our practice. He draws upon 23 years of industry experience to create in-depth financial plans for our clients, spearheading the collaboration between the team, other UBS specialists and our clients' tax and legal advisors. Josh completed UBS's comprehensive Private Wealth Accreditation program designed for advisors serving and advising families of substantial means. Josh earned his B.S. in finance from Arizona State University and his CIMA® through the Wharton School of the University of Pennsylvania. He serves on the board of the Make-A-Wish Foundation and on the Seton Professional Advisors Council (Dell Children's Hospital). Josh resides in Austin with his wife, Kristen, and their two children.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Education
Credentials
Joshua Pottinger, CIMA® is also part of:
ATX Wealth Partners
Lets connect
“Your family, your company, your contract, your philanthropy: they’re all inextricably linked. The most effective planning understands how all the pieces mesh with one another.”
— Josh Pottinger
For needs that go beyond your own—to help you improve the lives of others
What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.
Learn more at ubs.com/wealthway.
$3.9 trillion
In invested assets globally
As of 12/31/2022
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
