Let's move forward. Together.

Father and teenage son sitting on couch laughing

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

Plans

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.

  • William L. Vasconcellos Photo

    William L. Vasconcellos, CIMA CRPC

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AK
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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.

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

        Michael Spiedel, CRPC

        Director

        Branch Manager

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        • AK
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        • IL
        • KY
        • MA
        • MD
        • MI
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        • NE
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        • OK
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        • RI
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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 and an MBA from Northwest Nazarene University. He has also earned the Chartered Retirement Planning Counselor (CRPC) designation.

            • Chartered Retirement Planning Counselor℠
            1161 West River Street
            Suite 340
            Boise, ID 83702
          • Kristina Owsley Photo

            Kristina Owsley

            Team Administrator

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            • AK
            • AR
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            • CA
            • CO
            • DC
            • DE
            • FL
            • GA
            • HI
            • ID
            • IL
            • KY
            • MD
            • MN
            • MO
            • MT
            • NH
            • NM
            • NV
            • NY
            • OR
            • PA
            • SC
            • TN
            • UT
            • VA
            • WA
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            • WY

            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 she loves cultivating relationships with clients so they have the best experience possible.

            It takes a team to succeed and -- working with Vasconcellos Spiedel Wealth Management -- her role is to make sure clients are taken care of to the highest degree.  She personally ensures 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 loves spending time with family and friends.  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
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                  Samantha Pitts

                  Client Associate

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                  • AK
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                  Samantha joined UBS in July of 2021.  She is fully securities licensed and registered having passed the FINRA series 7, 63, and 65 exams, as well as having her Insurance license. Samantha has extensive experience working with clients in high net worth wealth management, and brings a unique level of expertise to the Vasconcellos Spiedel Wealth Management Team. She takes pride in offering world class service to clients and is dedicated to ensuring they are aware of the holistic investment approach that UBS and Vasconcellos Spiedel Wealth Management provide. This includes her knowledge of the account opening process, lending and insurance needs, separately managed accounts and transactional services.

                        1161 West River Street
                        Suite 340
                        Boise, ID 83702

                      The Year Ahead - Sustainable Investing

                      Retirement planning

                      Retirement planning

                      Multigenerational planning

                      Multigenerational planning

                      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