Lasting relationships

Understanding what matters most to you

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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.


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.

  •  Michael Spiedel

    Michael Spiedel, CRPC


    Market Director

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    • AK
    • AR
    • AZ
    • CA
    • CO
    • DC
    • DE
    • FL
    • GA
    • HI
    • ID
    • IL
    • IN
    • MD
    • MN
    • MT
    • NE
    • NM
    • NV
    • NY
    • OR
    • PA
    • SC
    • TN
    • TX
    • UT
    • VA
    • WA
    • WI
    • WY

    Michael is a Director at UBS and the Branch Manager for the UBS Wealth Management Americas offices in Idaho. He graduated magna cum laude from Pacific Lutheran University with a degree in international economics and Spanish, and later graduated with an MBA from Northwest Nazarene University. He started in the wealth management industry as a Financial Advisor with Merrill Lynch in 2005 and joined UBS in 2009. Prior to his current role as Director and Branch Manger, Michael held various operational, administrative and compliance management positions covering UBS offices in Nevada, Utah, Montana, Washington, Alaska and Idaho.

    Michael is passionate about and actively supports international social efforts. Previously he spent a year volunteering at an orphanage for street boys in Buenos Aires, Argentina and more recently traveled to East Africa to support the construction and development of a rural hospital and boarding school. He enjoys international travel, particularly in Latin America, as well as outdoor sports including skiing, rock climbing and riverboarding. He resides in Boise, Idaho with his wife Sara and three sons Trevor, Miles and Bryson.

    • Forbes Best-in-State Wealth Management Teams, 2023, 2024The 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.

    • Northwest Nazarene University, MBA
    • Pacific Lutheran University , International Economics and Spanish
    • Chartered Retirement Planning Counselor
    1161 West River Street
    Suite 340
    Boise, ID 83702
    Michael Spiedel, CRPC
    1161 West River Street,Boise,ID,83702

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Global Wealth Report 2024

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Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

Gain additional insights into the trends shaping wealth in the US and around the world.

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