How will we work together?

Build a plan for the future you envision


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.

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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.

  • Manuel-Monasterio

    Manuel Monasterio, CPWA, AAMS

    Financial Advisor

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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 is the Branch Manager of the Santa Fe office but his primary focus is delivering Wealth Management services to the clients of the team.  He earned the CPWA® designation, delivered by Investment Management Consultants Association® (IMCA®), which required successful completion of coursework in advanced wealth management strategies and applied concepts at The University of Chicago Booth School of Business and passing a comprehensive examination covering the following areas: advanced tax planning, asset protection, executive compensation plans, stock options, tax-efficient portfolios, business planning, retirement planning, charitable planning and estate planning.  The CPWA® is the only advanced designation designed for financial advisors and consultants who work with high net worth clients on the life cycle of wealth.  Before joining UBS in 2008 Manuel was a Financial Advisor/Branch Manager at Wachovia Securities and A.G. Edwards and prior to that he ran his own business and worked in international management.  He is a graduate of Duke University and he serves on the Board of the Santa Fe Community Foundation and the New Mexico School for the Arts (NMSA).  Manuel was born in Bilbao, Spain and he and his wife Rebecca have two children. 

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

    • Duke University
    • Accredited Asset Management Specialist℠
    • Wealth Advisor
    141 East Palace Avenue
    Coronado Building
    Santa Fe, NM 87501
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    Cathy Le

    Associate Director

    Admin Manager

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    • UT

          95 State Street
          Suite 2210
          Salt Lake City, UT 84111

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        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

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        $2.8 trillion

        In invested assets globally 
        As of 06/30/2022

        51 countries

        Our global footprint

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        UBS is a world-leading wealth manager