Experience. Advice. Collaboration.

Planning for your family’s entire financial needs

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.

Start the planning conversation

Your primary source for financial advice

We are here to provide quality strategies customized to your needs. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.

Scott Seifert, CFP

Senior Vice President–Wealth Management

Senior Portfolio Manager
View bio
Comprehensive solutions to address your most important goals

Scott is passionate about delivering a highly personalized wealth management experience. With more than three decades of industry experience, he is a skilled and credentialed Financial Advisor with a lifelong commitment to helping his clients achieve their most important financial goals. Scott’s vision is to get to know each client and their values before taking them through a detailed investment planning process in order to develop, implement and track strategies.

Scott offers customized financial strategies in areas such as retirement planning, asset management, liability management, cash flow analysis, concentrated stock strategies and estate preservation.

Scott started his professional career in 1995 at Merrill Lynch, where he eventually became a Senior Vice President and Wealth Management Advisor. Scott joined UBS in 2021, bringing with him 29 years of portfolio management and financial services experience.

Credentials that build confidence

· University of Montana

· Securities licenses

· Certified Financial PlannerTM (CFP®) professional

Outside the office

Scott is a Polson, MT native and enjoys family time with his wife and two children. He is also involved with the Missoula Chamber Ambassadors.
- Senior Portfolio Manager
- CERTIFIED FINANCIAL PLANNER™
100 Railroad Street West
Suite 103
Missoula, MT 59802
Joseph Hertig, CRPC

First Vice President–Wealth Management

Chartered Retirement Planning Counselor
View bio
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 CounselorSM (CRPC®)

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.
- Chartered Retirement Planning Counselor
- Certified Plan Fiduciary Advisor
100 Railroad Street West
Suite 103
Missoula, MT 59802
Lisa Woirhaye, CRPC

Client Associate

Chartered Retirement Planning Counselor
View bio
- AZ
- CA
- CO
- CT
- FL
- GA
- ID
- IN
- MA
- ME
- MN
- MT
- ND
- NJ
- NV
- NY
- OH
- OK
- OR
- PA
- PR
- TX
- UT
- VA
- WA
- WI
- WY
Lisa is an integral part of the team, responsible for managing all team operations, client requests and account administration. She is committed to building lasting relationships with each client and takes pride in responding to client requests and working with the team to address their needs, no matter how small or complex. Lisa also assists in delivering customized service and solutions, always striving to exceed clients' expectations.
- Chartered Retirement Planning Counselor
100 Railroad Street W
Missoula, MT 59802

Scott Seifert, CFP

Senior Vice President–Wealth Management

Senior Portfolio Manager
View bio
Comprehensive solutions to address your most important goals

Scott is passionate about delivering a highly personalized wealth management experience. With more than three decades of industry experience, he is a skilled and credentialed Financial Advisor with a lifelong commitment to helping his clients achieve their most important financial goals. Scott’s vision is to get to know each client and their values before taking them through a detailed investment planning process in order to develop, implement and track strategies.

Scott offers customized financial strategies in areas such as retirement planning, asset management, liability management, cash flow analysis, concentrated stock strategies and estate preservation.

Scott started his professional career in 1995 at Merrill Lynch, where he eventually became a Senior Vice President and Wealth Management Advisor. Scott joined UBS in 2021, bringing with him 29 years of portfolio management and financial services experience.

Credentials that build confidence

· University of Montana

· Securities licenses

· Certified Financial PlannerTM (CFP®) professional

Outside the office

Scott is a Polson, MT native and enjoys family time with his wife and two children. He is also involved with the Missoula Chamber Ambassadors.
- Senior Portfolio Manager
- CERTIFIED FINANCIAL PLANNER™
100 Railroad Street West
Suite 103
Missoula, MT 59802
Joseph Hertig, CRPC

First Vice President–Wealth Management

Chartered Retirement Planning Counselor
View bio
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 CounselorSM (CRPC®)

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.
- Chartered Retirement Planning Counselor
- Certified Plan Fiduciary Advisor
100 Railroad Street West
Suite 103
Missoula, MT 59802
Lisa Woirhaye, CRPC

Client Associate

Chartered Retirement Planning Counselor
View bio
- AZ
- CA
- CO
- CT
- FL
- GA
- ID
- IN
- MA
- ME
- MN
- MT
- ND
- NJ
- NV
- NY
- OH
- OK
- OR
- PA
- PR
- TX
- UT
- VA
- WA
- WI
- WY
Lisa is an integral part of the team, responsible for managing all team operations, client requests and account administration. She is committed to building lasting relationships with each client and takes pride in responding to client requests and working with the team to address their needs, no matter how small or complex. Lisa also assists in delivering customized service and solutions, always striving to exceed clients' expectations.
- Chartered Retirement Planning Counselor
100 Railroad Street W
Missoula, MT 59802

A national footprint. Local values.

Although we work with clients throughout the country, our multigenerational team has deep roots. We understand that money means freedom. You have worked hard to build your wealth and we promise to work just as hard to preserve it.

We’ll work with you to set the right financial plan in place, wherever you are in life. We start by listening to your needs and learning about what you value most. We then meet regularly and speak often as we review the performance of your investments and make adjustments for life changes and economic conditions.

UBS and Credit Suisse—stronger than ever

Our formal integration with Credit Suisse marks an unprecedented level of strength in our history—all in support of your financial goals. For more than 160 years, we’ve been tested and proven resilient—guiding our clients through a wide range of financial challenges and market opportunities. And we continue to demonstrate our leadership among the largest, and most respected, global banks.

Learn more

Advice. Beyond investing.

For some of life's questions you're not alone. Together we can find an answer.

To make the right choices you need to ask the right questions. And because your life keeps changing, we keep on asking.

Advice that's all about you and what you need starts with a plan that we develop together. It’s part of a strategy for managing your wealth and pursuing your personal goals for every part of your life, at every stage of your life. It's what we call: Advice. Beyond investing.

Tailored lending and cash management

Advice for business owners

Investment management

Money management that puts your best interests first

Our disciplined planning process drives a highly personalized investment strategy. Serving as your discretionary portfolio manager or working with select third-party investment managers, we offer timely perspectives, customized portfolios and a fully integrated suite of financial solutions.

A focus on asset allocation and risk management. By listening and aligning with your objectives, we can craft an asset allocation based on your family’s goals, growth and income needs. This allows us to craft an asset allocation that seeks to lower volatility while maintaining an opportunistic eye toward investments and changes in the market.

Your personalized portfolio. Many clients prefer to delegate the day-to-day management of their assets. Ongoing monitoring and review of your portfolio helps us track your investments against all benchmarks. When we take on discretionary management of your portfolio, we are transparent about our fiduciary responsibility.

Open access and analysis. Through our open platform, we can offer premium financial solutions both within and outside of UBS. This access, along with a disciplined process, ensures we develop customized strategies based on highly-focused analysis.

Insights for each generation. We offer timely perspectives that drive a fully integrated suite of financial solutions. We help prepare each family member to collectively manage, sustain and grow their wealth across multiple generations and we will work with your tax and legal advisors to develop tax-advantaged solutions.

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

Insights

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