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.

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    Kevin J. Wang, CFP, CEPA

    Senior Vice President–Wealth Management

    Financial Advisor

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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.
    • Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

      • Certified Exit Planning Advisor
      • CERTIFIED FINANCIAL PLANNER™
      1161 West River Street
      Suite 340
      Boise, ID 83702
    • Nicholas Harris

      Nicholas Harris, CEPA

      Senior Vice President–Wealth Management

      Financial Advisor

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      After growing up in McCall, ID, Nick moved to Philadelphia, PA to study economics at the University of Pennsylvania.  He earned his degree and subsequently relocated to New York City where he began a career of 20+ years on Wall Street.  Nick worked as an analyst, strategist, and trader in one of the most challenging markets in the world before ultimately stepping into wealth management.  He has overseen billions of dollars in cumulative equity exposures through some of the most economically uncertain times in history.  Nick earned his Certified Exit Planning Advisor (CEPA) designation to offer tailored solutions for business owners as they begin preparations for significant liquidity events, such as the sale of a business or planning for retirement.  He is a founding member of Entrepreneur Wealth Group at UBS.

      Nick currently lives in Boise, ID with his wife, Lori, and their four children.  As his children have grown, he has enjoyed coaching youth football, wrestling, and lacrosse.  Nick dedicates much of his free time to various public service initiatives.  He serves as co-chair of the philanthropy committee and a member of the executive committee for the American Red Cross of Greater Idaho, and he volunteers for various environmental conservation organizations.  Nick has shared his love of the outdoors with his family, and the Harris family can often be found camping, hiking, golfing, skiing, and biking throughout Idaho. 

      • Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

      • University of Pennsylvania, Bachelor of Arts - Economics
      • Certified Exit Planning Advisor
      1161 West River Street
      Suite 340
      Boise, ID 83702
    • Adam

      Adam Olivas, CEPA, AAMS

      Financial 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.

       

      • Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

        • Certified Exit Planning Advisor
        • Accredited Asset Management Specialist℠
        1161 West River Street
        Suite 340
        Boise, ID 83702
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        William L. Vasconcellos, CIMA, CRPC

        Senior Vice President–Wealth Management

        Financial Advisor

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        Bill received a BA in economics from Stanford University, and then received a Juris Doctor from the University of California at Berkeley School of Law. He went on to clerk for the Idaho Supreme Court for two years, and then practiced law for about 10 years as an attorney and partner at the Eberle & Berlin Law Firm. He then decided to pursue his true passion, which is investments, and joined Merrill Lynch as a financial advisor. He was at Merrill Lynch for 20 years, and has been at UBS for the past 11 years. He is also a Chartered Retirement Planning Counselor (CRPC), and additionally holds the Certified Investment Management Analyst (CIMA) designation which reflects his expertise in analyzing and evaluating investment managers.

        • Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

          • Certified Investment Management Analyst®
          • Chartered Retirement Planning Counselor℠
          1161 West River Street
          Suite 340
          Boise, ID 83702
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          Michael Spiedel, CRPC

          Director

          Branch Manager

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          Michael serves as the branch manager of the UBS offices in Boise and Sun Valley, Idaho in addition to being a financial advisor for Vasconcellos Spiedel Wealth Management. Prior to his current role he held various operational, administrative and compliance management positions for nearly 20 UBS offices across the western United States. He started his career as a financial advisor with Merrill Lynch in 2004 and has been with UBS since 2009. He holds a BA in International Economics and Spanish Literature from Pacific Lutheran University. Michael earned his MBA from Northwest Nazarene University. He holds the Chartered Retirement Planning Counselor (CRPC) designation.

          • Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

            • Chartered Retirement Planning Counselor℠
            1161 West River Street
            Suite 340
            Boise, ID 83702
          • Russell - 2023

            Russell J. Cory, 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

                • Certified Exit Planning Advisor
                6900 South McCarran Boulevard
                Suite 1020
                Reno, NV 89509

              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.

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              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