Your life. Your wealth. Your future.

Pursue what matters most

Santa Fe

An elevated approach to investing

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.

  • John Vazquez Profile Photo

    John Vazquez, CAP

    Senior Vice President–Wealth Management

    Senior Portfolio Manager

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    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • HI
    • IL
    • IN
    • LA
    • MA
    • MD
    • ME
    • MI
    • MN
    • MT
    • NC
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OK
    • OR
    • PA
    • SC
    • SD
    • TN
    • TX
    • UT
    • VA
    • WA
    • WI
    • WY

    John is the founder and head of the Vazquez Monasterio Wealth Management Group, and he oversees portfolio management and investment strategy. He is a Senior Portfolio Manager for the UBS Portfolio Management Program, managing investment assets for clients across the United States. A financial advisor and portfolio manager since 1983, he built his practice mostly in the Washington, DC area before moving to New Mexico in 2002. John maintains the Chartered Advisor in Philanthropy® designation, making him qualified to advise charitable clients on their philanthropic ambitions.

    He graduated from the College of William and Mary in 1981 with a BA in Economics. John is an avid skier, cyclist, and supporter of the arts of New Mexico.

    • Barron's Top 1,000 Financial Advisors, 2010, 2011, 2012, 2013The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
    • Barron's Top 1,200 Financial Advisors, 2014, 2015, 2016
      The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
    • Forbes Best-in-State Wealth Advisors, 2022The 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.

    • College of William and Mary, B.A. Economics
    • Senior Portfolio Manager
    • Chartered Advisor in Philanthropy®
    Investing
    Custom portfolios
    Asset allocation
    Alternative investments
    Sustainable investing
    Impact investing
    Philanthropy
    141 East Palace Avenue
    Coronado Building
    Santa Fe, NM 87501
  • Manuel Monasterio Profile Photo

    Manuel Monasterio, CPWA, CEPA, AAMS

    Senior Vice President–Wealth Management

    Branch Manager

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    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • HI
    • IL
    • IN
    • LA
    • MA
    • MD
    • ME
    • MI
    • MN
    • MT
    • NC
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OK
    • OR
    • PA
    • SC
    • SD
    • TN
    • TX
    • UT
    • VA
    • WA
    • WI

    Manuel focuses on delivering comprehensive wealth management services to the clients of the team. His experience and expertise are grounded in advanced wealth strategies, such as tax planning, asset protection, executive compensation, stock options, business planning, retirement planning, charitable giving, and estate planning. He maintains the CPWA® designation, having completed formal training delivered by the Investment Management Consultants Association® (IMCA®) at The University of Chicago Booth School of Business. Manuel leads UBS Santa Fe as its Branch Manager, giving him direct access to the firm’s thought leadership and decision-making.

    He began his financial services career in 2002, serving as a Financial Advisor and Branch Manager at both Wachovia Securities and A.G. Edwards & Sons. Prior to that he ran his own business and worked in international management. Since joining UBS in 2008 he has gained a deep understanding of financial planning, completing the firm’s prestigious Wealth Advisor training as well as obtaining the Accredited Asset Management Specialist℠ and Certified Exit Planning Advisor designations. He also maintains his Series 3, 7, 9, 10, and 66 securities as well as life and long-term care insurance licenses.

    Within the community, he serves on the Board of the Santa Fe Community Foundation. Born in Bilbao, Spain, Manuel is a graduate of Duke University and resides in Santa Fe with his wife and two children. Outside of the office he enjoys fly fishing and cooking.

      • Duke University
      • Wealth Advisor
      • CPWA®
      • Accredited Asset Management Specialist℠
      • Certified Exit Planning Advisor
      Financial planning
      Retirement planning
      Estate planning strategies
      Legacy planning
      Exit planning
      Business succession
      Asset allocation
      Retirement Plan consulting
      141 East Palace Avenue
      Coronado Building
      Santa Fe, NM 87501
    • Christine McCabe

      Christine McCabe

      Director

      Team Administrator

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      • AZ
      • CA
      • CO
      • CT
      • DC
      • DE
      • FL
      • GA
      • HI
      • IL
      • IN
      • LA
      • MA
      • MD
      • ME
      • MI
      • MT
      • NC
      • NJ
      • NM
      • NV
      • NY
      • OH
      • OK
      • OR
      • PA
      • SC
      • SD
      • TN
      • TX
      • UT
      • VA
      • WA
      • WI

      Christine has been an employee at UBS Financial Services Inc. for over 25 years. Christine started her career as a Client Service Associate in Wellesley, MA after graduating from the University of New Hampshire with a Bachelor of Science degree in Business Administration. For the past 20+ years she has been in various management positions for the UBS Santa Fe, Albuquerque, Scottsdale and Tucson offices. Most recently before joining Vazquez Monasterio Wealth Management as our Team Administrator she was the Administrative Manager for the UBS Camelback Complex located in Phoenix and Scottsdale, AZ. Christine oversees the management of all team operations and administrative processes. Christine’s tenure provides our clients with access to an extensive understanding of UBS Wealth Management capabilities and services.

      Christine currently maintains the Series 7, 63, 65, 9, 10 and Life, Health and Variable Annuity Insurance licenses. Christine lives in Scottsdale with her husband Shaw and son Connor. They enjoy family vacations, cooking, and attending Connor's baseball games.

        • University of New Hampshire, B.S., Business Administration
          4800 N Scottsdale Road
          Suite 4500
          Scottsdale, AZ 85251
        • Mary Maestas Profile Photo

          Mary Maestas

          Senior Client Associate

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          • AZ
          • CA
          • FL
          • MD
          • MT
          • NM
          • NY
          • SC
          • TX
          • UT
          • VA

          Mary leads the team’s client service side as its Senior Registered Client Service Associate, working closely with the group to ensure a seamless client experience. She oversees account opening and maintenance as well as client meetings, asset transfers, new clients, and the delivery of financial statements. She plays an essential role in the financial planning process, assisting with all aspects of our clients’ financial life. With a high-touch, personalized approach to all client interactions, Mary is the primary point-of-contact for Vazquez Monasterio Wealth Management.

          With over 25 years of industry experience, Mary leverages her knowledge to educate clients on the services and capabilities unique to UBS. She began her financial services career at Smith Barney in 1995 before moving to Morgan Stanley in 2000. Since 2004 she has continued to deliver exceptional client service at UBS and feels that our clients deserve the best. Mary maintains the Series 7, 24, and 63 securities licenses.

          Mary has been married to her husband Bryan since 1994, with whom she has a daughter, Marisa. Outside of the office Mary enjoys the great outdoors, traveling, and spending time with her family.

                141 East Palace Avenue
                Coronado Building
                Santa Fe, NM 87501

              A focus on personalized access and service

              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.

              investments

              Investment Management

              Goals-based planning

              Goals-based planning

              A team approach

              A team approach

              The proof is in our numbers

              $800 million+

              Assets under management

              As of 05/10/2021

              80

              Collective years of experience


              Backed by the strength of UBS

              A global leader in wealth management

              Global leader

              UBS is a world-leading wealth manager

              Financial strength

              Driving confidence.
              Aa3 (stable) Moody’s
              A+ (stable) Standard & Poor’s

              UBS AG, long-term senior secured debt rating. As of 11/23/2021

              Best

              Global private bank services, 2016-2022
              Euromoney Private Banking and Wealth Management Survey, 2022

              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.

              Three generations in front yard

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