Financial planning and beyond

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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.

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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
    • NY
    • OH
    • OK
    • OR
    • SC
    • TX
    • VT
    • WA
    • WY

    Throughout my career as a Financial Advisor I have had the privilege of helping my clients create, plan, and execute a personalized strategy to achieve their retirement goals. I believe that taking a team approach to guiding our clients produces the best results. The WSJ Group emphasizes asset allocation and total portfolio management with a focus on retirement income planning. 

    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 my church and community. I attended the University of Montana where I graduated with a B.S. in Business Administration. 

      • University of Montana, B.S. in Business Administration
        100 Railroad Street W
        Suite 103
        Missoula, MT 59802
        david.slote@ubs.com
        David Slote
        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
        • NY
        • OH
        • OK
        • OR
        • SC
        • TX
        • VT
        • 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. Go GRIZ!!! 

          • University of Montana, B.S. in Business Administration
            100 Railroad Street W
            Suite 103
            Missoula, MT 59802
            todd.a.johnson@ubs.com
            Todd Johnson
            100 Railroad Street W,Missoula,MT,59802
          • Sara Wiegert

            Sara Wiegert

            Client Associate

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

            I serve as a registered client service associate for the WSJ Group. I am from a small farming community in central Minnesota. Before joining UBS, I enjoyed a successful career in the beverage and hospitality industry in Las Vegas for nearly 20 years.

            Considering that providing exceptional, individualized service is fundamental to creating successful and long-lasting partnerships, it’s no wonder I gravitated to the client service associate role since that has always been one of my most visible strengths throughout my career. 

            Hard-working and ethically grounded, my natural proactive and caring personality shines while enthusiastically serving all our clients’ needs, no matter how small or large they may be. My attention to detail and never-ending willingness to take initiative is invaluable as I assist clients in accomplishing their goals. 

            I recently moved to Missoula, MT to better assist the team. I enjoy hiking, kayaking, and being outdoors with my dog, Rocky. I attended the University of Minnesota in Moorhead for business administration.

             

                  100 Railroad Street W
                  Suite 103
                  Missoula, MT 59802
                  sara.wiegert@ubs.com
                  Sara Wiegert
                  100 Railroad Street W,Missoula,MT,59802
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                For your financial well-being

                Every decision you make with regard to financial planning—whether it pertains to investments, insurance, education, housing, retirement and/or estate planning—can have some impact on your tax situation.

                We are committed to helping you confirm that your current and future tax strategy supports your larger financial goals. Learn more.

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