Together

We can create a plan for the future you want

Generational Family on Beach

“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

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

Discovery and Planning

Business assessment and exit strategies

Business assessment and exit strategies

Wealth management

Wealth management

two men planning

Ready to sell your business?

The five hallmarks of a successful sale

Move forward with confidence in possibly the biggest venture of your life. We can help advise and orchestrate your entire team of experts throughout the sale process and beyond.

A leader in wealth management

Backed by the strength of our parent company, UBS AG

$5.8+ trn

UBS Group invested assets
As of 03/31/2024

Global leader

UBS is a leading and truly global wealth manager

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