$800 million+
Assets under management
We’re a boutique practice based in scenic Santa Fe, New Mexico, backed by the full resources of one of the world’s largest wealth management firms. Successful people and families across the United States trust us to deliver top-tier investment management and financial planning year after year. We have the deep experience and expertise that help our clients manage their finances in an increasingly complex financial world.
Our team-based approach ensures that our clients get specialized, best-in-class service no matter what their financial needs are. To that end, we maintain a robust network of other highly qualified financial and legal professionals who assist our clients with finding help in areas such as estate planning, insurance, and lending.
We approach every client’s financial life with thoughtful consideration of their goals, resources, and time. Led by John Vazquez since 1999, our team has the resources to manage wealth through every type of market environment. Client portfolios are actively managed and financial plans are routinely reviewed so every client is eminently prepared for the future.
Senior Vice President–Wealth Management
Senior Portfolio Manager
Senior Vice President–Wealth Management
Director
Team Administrator
Senior Client Associate
Senior Vice President–Wealth Management
Senior Portfolio Manager
Senior Vice President–Wealth Management
Director
Team Administrator
Senior Client Associate
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.
$800 million+
Assets under management
80
Collective years of experience
Global leader
UBS is a leading and truly global wealth manager
Financial strength
Driving confidence.
A- Standard & Poor’s
A Fitch
A3 Moody’s
UBS AG, long-term senior secured debt rating. As of 03/31/2024
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.
