Global access of Private Wealth Management

You are focused on the task at hand: leading a great company, raising the next round or making your mark in the pros. That does not mean you should put your personal planning on hold.

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.

Joshua Pottinger, CIMA®

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.

Registered States:
  • AR
  • AZ
  • CA
  • CO
  • DC
  • FL
  • GA
  • IA
  • ID
  • IL
  • IN
  • KY
  • LA
  • MA
  • MD
  • MN
  • MO
  • MS
  • MT
  • NC
  • NJ
  • NM
  • NV
  • NY
  • OK
  • PA
  • SC
  • TN
  • TX
  • UT
  • VA
  • VT
  • WA
  • WI

  • Forbes Best-in-State Wealth Advisors, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.

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

  • B.S. in Finance, Arizona State University

Credentials

  • Wealth Advisor
98 San Jacinto Boulevard
Suite 600
Austin, TX 78701
  • (512) 542-7528

Email Me

Joshua Pottinger, CIMA® is also part of:
ATX Wealth Partners

Providing personalized access and solutions to select clients

“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

Executive decisions

Executive decisions

Launch. Evolve. Exit your business.

Launch. Evolve. Exit your business.

Change your community. Change the world.

Change your community. Change the world.

Legacy—Wealth for others

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.

Backed by the strength of UBS

A global leader in wealth management

$2.8 trillion

In invested assets globally 
As of 06/30/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager