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.

Seifert, Hertig & Associates

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

    Scott Seifert, CFP

    Senior Vice President–Wealth Management

    Senior Portfolio Manager

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      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
          100 Railroad Street West
          Suite 103
          Missoula, MT 59802
        • Joseph Hertig

          Joseph Hertig, CRPC

          First Vice President–Wealth Management

          Chartered Retirement Planning Counselor

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            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
                100 Railroad Street West
                Suite 103
                Missoula, MT 59802
              • Lisa Woirhaye

                Lisa Woirhaye, CRPC

                Client Associate

                Chartered Retirement Planning Counselor

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                • AZ
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                • FL
                • GA
                • ID
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                • MA
                • ME
                • MN
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                • OK
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                    • Chartered Retirement Planning Counselor
                    100 Railroad Street W
                    Missoula, MT 59802
                  • Aurora photo

                    Aurora Jungers

                    Client Associate

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                            100 Railroad Street W
                            Missoula, MT 59802

                          A national footprint. Local values.


                          UBS and Credit Suisse—stronger than ever

                          Advice. Beyond investing.

                          Tailored lending and cash management

                          Advice for business owners

                          Investment management

                          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

                          $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