Financial planning tailored to your goals

“Our process helps educate business owners on the viability of their business and tax-efficient exit strategies so they can preserve and pass on the wealth they’ve worked hard to create.”

— MPI Wealth Management

We focus on what matters most to our clients, their families, and their businesses. We believe in building lasting relationships by providing transparent and consistent expertise. Our team strives to optimize the wealth and legacy of our clients by delivering dependable service and impactful advice.

Focusing on business transition planning, wealth transfer and post-liquidity wealth management, our team brings the global resources of UBS to the local level. With nearly 20 years of experience helping individuals and families, we know the importance of running a disciplined process when evaluating the most tax-efficient ways to monetize a business, execute a transition and plan your post-exit life.

Why choose us?

  • We dig deep to understand the personal purpose behind your business
  • Our comprehensive analysis helps determine the best steps forward
  • We provide flawless execution when you exit or transition your business
  • We offer holistic post-liquidity wealth management and legacy planning
MPI Wealth Management Team

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.

  • Russ 2022

    Russell Price

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AZ
    • CA
    • ID
    • IL
    • MI
    • MN
    • MT
    • NV
    • OR
    • TN
    • TX
    • UT
    • WA

    Russell Price has a diverse background in financial planning, asset management, trust, and estate planning and has been providing financial solutions to high net worth individuals and families for over 20 years.

    Experience
    Prior to joining UBS, Russell was Executive Vice President and Director of Private Banking at Nevada State Bank; a role he took on after his tenure as a fixed income analysis and portfolio manager for Nevada State Bank.

    Education and Credentials
    Russell has an MBA from Regis University with an emphasis in Finance and Accounting and holds the designation Certified Exit Planning Advisor (CEPA) from the Exit Planning Institute.

    Life
    He spends his down time with his two kids and volunteering for charities that promote healthy/active lifestyles. Russell is a founding member of the Southern Nevada Society of Financial Analysts which promotes ethical practices and continual education within the financial services industry.

    • Forbes Best-in-State Wealth Advisors, 2024The 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.

    • Regis University, M.B.A.
    • Certified Exit Planning Advisor
    10801 W Charleston Boulevard
    Suite 400
    Las Vegas, NV 89135
    russell.price@ubs.com
    Russell Price
    10801 W Charleston Boulevard,Las Vegas,NV,89135
  • Sam 2022

    Salvatore James "Sam" Mineo

    Senior Vice President–Wealth Management

    Senior Portfolio Manager

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    • AZ
    • CA
    • ID
    • IL
    • MI
    • MT
    • NV
    • OR
    • PA
    • TN
    • TX
    • UT
    • VI
    • WA

    Sam Mineo provides customized solutions for managing the day-to-day financial affairs of high net worth families and high income individuals. He has over 17 years of financial industry experience and recently acquired the Certified Exit Planning Advisor (CEPA) designation from the Exit Planning Institute.

    Experience
    Prior to joining UBS, Sam was the Senior Wealth Advisor for Nevada State Investment Services, a division of Nevada State Bank. Sam was also a partner in a successful independent wealth management firm that was acquired by Nevada State Bank.

    Education and Credentials
    Sam received his B.S. in Finance from the University of Nevada, Las Vegas.

    Life
    He enjoys serving on the board of the UNLV Football Foundation and volunteering his time in the community.  Sam and his wife, Jill, have three children.

     

    • Forbes Best-in-State Wealth Advisors, 2024The 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.

    • University of Nevada, Las Vegas., B.S. Finance
    • Senior Portfolio Manager
    • Certified Exit Planning Advisor
    10801 W Charleston Boulevard
    Suite 400
    Las Vegas, NV 89135
    sam.mineo@ubs.com
    Salvatore James "Sam" Mineo
    10801 W Charleston Boulevard,Las Vegas,NV,89135
  • Sidney photo

    Sidney Thompson

    Team Administrator

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    • AZ
    • CA
    • ID
    • IL
    • MT
    • NV
    • UT
    • VI

    Sidney Thompson manages MPI Wealth Management’s team development, and helps oversee growth and operations by encouraging efficiency and excellence. As Team Administrator she is responsible for keeping our team organized and their final output coordinated. Sidney also focuses on serving clients and helping them manage certain aspects of their wealth.

    Experience
    Additionally, having worked with the team since 2019, Sidney has experience in client operations and is dedicated to providing world-class service to our clients.

    Education and Credentials
    She graduated with a Bachelor of Science degree in finance from University of Nevada, Las Vegas and currently holds both the series 7 and 66 securities licenses.

    Life
    Born and raised in Las Vegas, Sidney played competitive soccer most of her life and now enjoys staying active, traveling, and spending time with her husband, Zach and two Golden Retrievers.

     

      • University of Nevada, Las Vegas., B.S. Finance
        10801 W Charleston Boulevard
        Suite 400
        Las Vegas, NV 89135
        sidney.thompson@ubs.com
        Sidney Thompson
        10801 W Charleston Boulevard,Las Vegas,NV,89135
      • Khris photo

        Khristopher Hoopes

        Client Associate

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        • AZ
        • CA
        • ID
        • IL
        • MT
        • NV
        • UT

        Khris is an integral part of MPI Wealth Management, responsible for managing all team operations, client requests and account administration. He is committed to building lifelong relationships with each client and takes pride in delivering customized service and solutions, always striving to exceed clients’ expectations.

        Experience
        Prior to his current position with UBS, Khris has previously worked as an Accounts Payable and Receivable Clerk at Focus Plumbing.

        Education and Credentials
        Khris received his Bachelor of Arts in Finance from the University of Nevada, Reno.

          • University of Reno, B.A. Finance
            10801 W Charleston Boulevard
            Suite 400
            Las Vegas, NV 89135
            khristopher.hoopes@ubs.com
            Khristopher Hoopes
            10801 W Charleston Boulevard,Las Vegas,NV,89135
          • alec

            Alec Mono

            Client Associate

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              Alec joined the MPI Wealth Management Team in 2024 as a Wealth Planning Associate. Alec focuses on creating and delivering financial planning as well as goal analyses to clients.

              Experience
              Prior to joining the team, Alec worked for a RIA in Las Vegas handling many different tasks. Alec assisted the firm in client servicing, portfolio reporting, client and committee quarterly review meetings and trading.

              Education and Credentials
              Alec earned his Bachelor of Science in Finance from the Lee Business School of University of Nevada, Las Vegas. He later obtained his CFP designation.

              Life
              Outside of work, Alec enjoys spending time with his friends and family, playing hockey, golfing, skiing, and traveling.

                • University of Nevada, Las Vegas., B.S. Finance
                  10801 W Charleston Boulevard
                  Suite 400
                  Las Vegas, NV 89135
                  alec.mono@ubs.com
                  Alec Mono
                  10801 W Charleston Boulevard,Las Vegas,NV,89135
                Discovery and Planning

                Discovery and Planning

                Business assessment and exit strategies

                Business assessment and exit strategies

                Wealth management

                Wealth management

                two men planning

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                $5.8+ trn

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