Your evolving business

Comprehensive wealth management for business owners

Mountain climbers reaching the summit

If you’re like most business owners and entrepreneurs, a substantial portion of your family wealth is invested in your company. This comes with its own unique challenges. We bring an experienced perspective and level of understanding of the complex opportunities and challenges that come at each stage of the business life cycle. Are you optimizing the value of your company—and potentially your next venture? Our involvement in the very early stages of your business planning can add important insight into helping you build, grow and exit strategically.

Executive at City Window

The Entrepreneur Wealth Group- "More than wealth management. Thought partnership."

Entrepreneurs see the world differently. Where there is nothing--they envision opportunity. Entrepreneurs instinctively follow a determined path to create, innovate, and grow. Building a business requires a solid plan from its start. There are twists and turns over the life of a company, the tree must be supported wherever the branches may grow--whether that is passing a company to heirs or employees, aggressively growing a business, or ultimately planning for a sale.


As a business owner, finding the right partners, who compliment your skills and knowledge is essential. Planning and executing a solid personal financial plan is critical to enabling sound decisions for your business. At the Entrepreneur Wealth Group, we focus on the unique financial needs of business owners and executives. We help them to bridge the gap between personal and business planning. We utilize the significant resources at UBS, which are dedicated to Business Owners and Ultra-High Net Worth Families to develop smart tailored planning solutions which meet the needs of your business and your family.


Join us in an on-going conversation.

  • Nicholas Harris

    Nicholas Harris, CEPA®

    Senior Vice President–Wealth Management

    Certified Exit Planning Advisor

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    Growing up in a small community in the mountains of Idaho has taught Nick that everyone is different. Everyone has a unique perspective that needs to be heard. In Nick's career he has also learned that everyone's financial situation is different -- each person has unique challenges and goals. The Entrepreneur Wealth Group believes when it comes to helping you manage your money, the best place to start is by listening --then they can discover and tailor the investment solution that best meets your needs.

     Nick left McCall Idaho to attend an Ivy League university where he studied economics.  From there he began a career of more than 20 years on Wall Street --working as an analyst, strategist, and trader in one of the most challenging markets in the world. Nick has managed billions of dollars of cumulative equity exposures through some of the most uncertain economic times since the Great Depression. This education and experience -- along with UBS' resources –enables him to work alongside you as a trusted teammate and help you confidently reach your financial goals.

     Nick currently lives in Boise with his wife and their four children. He has coached youth football and wrestling, and currently coaches lacrosse here in the Treasure Valley. Nick is a board member of the American Red Cross of Greater Idaho, serves as co-chair of the philanthropy committee and a member of the executive committee. He recently earned his Certified Exit Planning Advisor designation, which offers specific training in helping business owners prepare their business and estates for significant liquidity events. 

     Nick and his family take pride in the great state of Idaho, and love taking advantage of all that  the beautiful state has to offer -- whether that's skiing, camping, hiking, biking, trail running, or golf.

    Education History

    University of Pennsylvania - Bachelor of Arts, Economics

     

        • Certified Exit Planning Advisor
        1161 West River Street
        Suite 340
        Boise, ID 83702
      • Kevin photo

        Kevin J. Wang, CFP®, CEPA®

        Senior Vice President–Wealth Management

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        It's easy to get overwhelmed thinking about finances. What will happen when you retire? What about your kids or your grandkids? How will selling your business impact your personal life? I believe it's my job as a financial advisor to help you grasp the bigger picture.

        Creating a comprehensive financial plan can be complex--but together we can navigate these murky waters. I love helping people unravel complicated problems with overall objectives in mind.  As your financial advisor, I am committed to listening to you so we can work together to create a detailed plan that puts your goals within reach.

        And we won't be doing this alone.  UBS is the largest Swiss banking institute in the world, and our team in Boise has over six decades of experience in the financial services industry--with that comes all the resources we need to successfully manage your wealth.

        I live in Boise with my wife and four beautiful daughters.  I've gone from setting NCAA swimming records to splashing with kids in the YMCA pool.  When I'm not with my family or coaching, I still try to squeeze in the occasional triathlon.

        Education History

        Whitworth University - Master of Business Administration

        Whitworth University - Bachelor of Arts, Religion

        • Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2020, 2021The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
        • Forbes America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2019The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
        • Forbes Best-in-State Wealth Advisors, 2020, 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.

            1161 West River Street
            Suite 340
            Boise, ID 83702
          • Russell - 2023

            Russell J. Cory Jr., CEPA

            Senior Vice President–Wealth Management

            Financial Advisor

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            Russell served as a field artillery surveyor in the United States Army at Fort Sill, Oklahoma. Following his service, Russell enrolled at the University of Idaho and earned a B.S. in Education.  He taught economics and geography at Coeur d'Alene High School before his fascination with economics drew him to the financial services industry.  After working in the field for ten years, Russell attended the Wharton School of Business to earn his Investment Consultant designation.

            Russell has spent the last 25 years working as a financial advisor and portfolio manager.  Much of his practice involves assisting clients as they transition to retirement, review lending options, and develop estate plans.  He joined Entrepreneur Wealth Group and earned his CEPA® (Certified Exit Planning Advisor) in 2022.  Entrepreneur Wealth Group focuses on offering tailored financial guidance for business owners and high-net-worth families.

            In addition, Russell worked as a branch manager for many years until 2016 - first at Morgan Stanley and then at UBS.  During that time, he oversaw four offices and 96 employees. His leadership experience and his broad knowledge of UBS continue to inform the decisions he makes as a portfolio manager and as an investment advisor.

            Russell and his wife, Wendy, have three daughters, a son, and two granddaughters. As his son grew up, Russell volunteered as an Assistant Scoutmaster and Scoutmaster with the Boy Scouts of America Troop 37 Incline Village for 7 years.  Russell enjoys spending time with his family, visiting Mexico as often as possible, and cycling whenever he can.

            CA Insurance License:  0C61039

                  6900 South McCarran Boulevard
                  Suite 1020
                  Reno, NV 89509
                • Adam

                  Adam Olivas, CEPA®

                  Financial Advisor

                  Certified Exit Planning Advisor

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                  Prior to joining UBS, Adam served 16 years as an active-duty US Navy SEAL completing 9 combat deployments in Afghanistan, Iraq, Bosnia, Yemen and multiple other conflict zones. In transition from his military service, he pursued a more entrepreneurial route as an operations and cultural development consultant for several multinational businesses and professional sports teams. Having helped others build their businesses, he then took on the challenge of building his own endeavor in the outdoor recreation industry with a focus on luxury and concierge services.

                  With a passion for assisting business owners in achieving their goals, Adam is eager to utilize his experience with elite small teams, operational efficiency and cultural development to help grow the Entrepreneur Wealth Group at UBS. His experience in addressing the unique needs of ultra-high net worth clients enables forward thinking within the team and a more personalized suite of services.

                  Adam and his wife, Nidia, live in Eagle, ID with their furry, four-legged daughter.

                   

                      • Certified Exit Planning Advisor
                      1161 West River Street
                      Suite 340
                      Boise, ID 83702
                    • Kris

                      Kristina Owsley

                      Team Administrator

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                      Finances are deeply personal. And after three decades in the financial services industry, Kris knows how important forming a connection with the team handling your financial planning can be.  That's why Kris loves cultivating relationships with clients so they have the best experience possible.

                      It takes a team to succeed and -- working with the Thompson Harris Wang Wealth Management --Kris' role is to make sure you are taken care of to the highest degree.  She will personally ensure your needs are met with excellence and care -- whether that is opening or maintaining accounts, transferring funds, or exploring securities-backed lending solutions.

                      Kris has lived in Boise since 1987 and she loves spending time with her family and friends.  And when she is not reading anything she can get her hands on, you can find Kris working in her garden.

                      Certificates

                      Series 7, 63 and 65 Licenses

                            1161 West River Street
                            Suite 340
                            Boise, ID 83702
                          • Danielle

                            Danielle Morriss, CEPA®

                            Senior Wealth Strategy Associate

                            Certified Exit Planning Advisor

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                            Danielle Morriss joined UBS and the Entrepreneur Wealth Group as a Senior Wealth Strategy Associate. Prior to UBS, Danielle acquired over 10 years of experience in operations, portfolio analysis and performance reporting. For 4 years she held the role of Financial Planning Director for two separate Registered Investment Advisory firms in Idaho and Utah. Danielle loves solving a daunting problem and building a good spreadsheet. She enjoys helping clients increase their knowledge about their wealth. Danielle’s previous experience servicing wealthy families, individuals and business owners allows her to dive deep into complex problems and develop strategies to overcome them in a holistic financial plan. Danielle is a team-player who enjoys collaboration, a strategy session and a well-earned team win. She embodies an ambitious ‘divide and conquer’ attitude. Plus, she’s got great shoes.

                            Danielle grew up in California and Texas and was recruited to play volleyball at a small university in Virginia where she graduated early with a Bachelor’s degree in History. She stills plays recreational volleyball as often as she can! She’s been travelling the globe since high school, has traveled to over 15 countries, 45 states and still has a long list of places she’d like to visit. When she is not playing volleyball 3 times a week, she enjoys reading history books and plans frequent outdoor activities with her family including hiking, splash pads and paddle boards. Danielle and her husband reside in Boise with their two sons.

                                • Certified Exit Planning Advisor
                                1161 West River Street
                                Suite 340
                                Boise, ID 83702

                              Defining your priorities. Pursuing what matters.

                              Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.

                              Advice for business owners and entrepreneurs

                              Advice for business owners and entrepreneurs

                              Project Entrepreneur

                              Project Entrepreneur

                              Estate planning strategies

                              Estate planning strategies

                              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