Financial planning and beyond

Chess pieces on a chessboard

By understanding what’s most important to you, we can organize your financial life to help make sure your short-term needs don't cloud your long-term goals. We provide a structure so you clearly understand where your money is, and why. The plan we create together can help you stay focused at each stage of life, today, tomorrow and for future generations.

Artist building frame

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.

  • David-Slote

    David Slote

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AK
    • AL
    • AZ
    • CA
    • CO
    • DC
    • FL
    • ID
    • MO
    • MT
    • NC
    • ND
    • NJ
    • NV
    • OH
    • OK
    • OR
    • SC
    • TX
    • WA
    • WY

    Over the last decade as a Financial Advisor, I have had the privilege of helping my clients create, plan and execute a personalized strategy to reach their retirement goals.

    I've long realized that taking a team approach to helping our clients creates the best results. The WSJ Group emphasizes asset allocation and total portfolio management with a focus on retirement income planning. I am FINRA-registered and hold Series 7 and 66 securities licenses, as well as licenses for life and health insurance.

    I attended the University of Montana, where I graduated with B.S. in Business Administration. My wife and I live in Missoula, MT with our four daughters and enjoy the outdoors, especially camping and fishing during the summer months. I am an active member of Kiwanis International, Estate Planning Council, and serve on my church's finance committee and foundation.

      • University of Montana, B.S. in Business Administration
        100 Railroad Street W
        Missoula, MT 59802
      • Todd-Johnson

        Todd Johnson

        Senior Vice President–Wealth Management

        Financial Advisor

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        • AK
        • AL
        • AZ
        • CA
        • CO
        • DC
        • FL
        • ID
        • MO
        • MT
        • NC
        • ND
        • NJ
        • NV
        • OH
        • OK
        • OR
        • SC
        • TX
        • WA
        • WY

        I serve as a Financial Advisor in the Global Wealth Management Division of UBS Financial Services Incorporated. I am a partner of the WSJ Group which brings over 40 years of financial expertise to our clients.

        My team provides a holistic approach focusing on planning, asset and liability management. I am committed to our community and serve as a member of Rotary International. My family and I enjoy all that Missoula and Montana have to offer, whether it be time spent on Flathead Lake in the summer or building snow forts with my two girls in the winter.

        I am a graduate of the University of Montana with a B.S. degree in Business Administration, emphasis in Finance.

          • University of Montana, B.S. in Business Administration
            100 Railroad Street W
            Missoula, MT 59802

          The Year Ahead - Sustainable Investing

          Retirement planning

          Retirement planning

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          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.

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