Financial planning and beyond

Alpine Wealth Management Profile Photo

By understanding what’s most important to you, we can organize your financial life to help make sure your short-term needs don't cloud your long-term goals. We provide a structure so you clearly understand where your money is, and why. The plan we create together can help you stay focused at each stage of life, today, tomorrow and for future generations.

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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.

  • Thomas Berry Profile Photo

    Thomas Berry

    Senior Vice President–Wealth Management

    CERTIFIED FINANCIAL PLANNER™

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    • AR
    • AZ
    • CA
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    • CT
    • DC
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    • HI
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    California License # 535473

    Tom has been providing professional financial advice and wealth management solutions since 1993. As an advocate of creating on-going, holistic wealth management plans for his clients, Tom has obtained his CERTIFIED FINANCIAL PLANNER™, Chartered Retirement Planning CounselorSM, and Wealth Advisor certifications. Since joining UBS in 2008, Tom actively utilizes all tools available to help our clients plan, grow, and protect their resources. Tom graduated with a degree in economics from Dartmouth College, and is a longtime resident of New Hampton, New Hampshire. In his spare time, Tom is an active member of the board of trustees of the Mayhew Program.

    • 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.

    • Dartmouth College, Economics
    • CERTIFIED FINANCIAL PLANNER™
    • Chartered Retirement Planning Counselor
    • Wealth Advisor
    • Certified Exit Planning Advisor
    11 South Main Street
    Suite 300
    Concord, NH 03301
    thomas.berry@ubs.com
    Thomas Berry
    11 South Main Street,Concord,NH,03301
  • William Chapin Profile Photo

    William "Bill" Chapin Jr.

    First Vice President–Wealth Management

    Financial Advisor

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    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • HI
    • IL
    • IN
    • MA
    • MD
    • ME
    • MI
    • MN
    • MT
    • NC
    • NH
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    • WY

    Bill has over 20 years of investment and financial planning experience. After graduating from UNH with a BA in political science and theology in 1997, Bill began his career in the fall of 1997 on the Chicago Mercantile Exchange. Bill then served as a financial advisor at A.G. Edwards and RBC Financial Management before joining UBS in 2013. Bill lives in Hopkinton, NH with his wife Lissa and their four children. Bill has served on the Hopkinton School Board, and is serving as a trustee on the Hopkinton Public School's Foundation.  Bill has been a member of the Hopkinton Rotary Club since 2004, and enjoys coaching soccer, skiing, and lacrosse.

    • 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.

    • UNH, Political Science and Theology
      11 S Main Street
      3rd Floor
      Concord, NH 03301
      william.chapinjr@ubs.com
      William "Bill" Chapin Jr.
      11 S Main Street,Concord,NH,03301
    • Matthew Dodge Profile Photo

      Matthew Dodge, CFP

      Vice President–Wealth Management

      Financial Advisor

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      • AZ
      • CA
      • CO
      • CT
      • DC
      • DE
      • FL
      • HI
      • IL
      • IN
      • MA
      • MD
      • ME
      • MI
      • MN
      • MT
      • NC
      • NH
      • NJ
      • NV
      • NY
      • OH
      • OK
      • OR
      • PA
      • RI
      • SC
      • TX
      • UT
      • VA
      • VT
      • WA
      • WY

      Matt joined the Alpine Wealth Management team in 2014 after spending time both on Wall Street and as an educator. As a CFP®, Matt leads the long-term planning efforts with many of our clients, and also brings an analytical background to the team. He is a graduate of St. Lawrence University having earned bachelor's degrees in both economics and mathematics, and was captain of the Division I alpine ski team. Matt grew up in Meredith, NH and now resides in Concord, NH with his wife, Taylor.  Matt serves on the boards of the Bow Rotary Club, New England Masters Ski Racing Foundation, and the Baker Free Library.

      • 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.

      • St. Lawrence University, Economics and Mathematics
      • CERTIFIED FINANCIAL PLANNER™
      11 S Main Street
      3rd Floor
      Concord, NH 03301
      matthew.dodge@ubs.com
      Matthew Dodge, CFP
      11 S Main Street,Concord,NH,03301
    • Lauren Wright Profile Photo

      Lauren Wright

      Senior Client Associate

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      • CA
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      • NH
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      • WA

      Lauren has over 20 years of experience in the financial services industry having worked for a number of large firms before joining UBS in 2013. Appreciated by clients for her friendly demeanor and high level of professionalism, she is the first point of contact in helping with their banking and lending needs. Lauren is a graduate of the University of Vermont, and now lives in Pembroke, NH.  Lauren is an avid skier and is an enthusiastic New England sports fan.

        • University of Vermont
          11 S Main Street
          3rd Floor
          Concord, NH 03301
          lauren.wright@ubs.com
          Lauren Wright
          11 S Main Street,Concord,NH,03301
        • Mitchell Hayes Profile Photo

          Mitchell Hayes

          Client Associate

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          • CA
          • CO
          • CT
          • FL
          • MA
          • ME
          • NH
          • NJ
          • NV
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          • PA
          • SC
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          • UT
          • VT
          • WA

          Mitch joined the Alpine Wealth Management team in 2019 having spent time with both New York Life and Commonwealth Financial Group. He brings experience helping clients navigate a variety of financial products and services, and will help serve our client's administrative and operational needs as a Registered Client Services Associate. Mitch graduated from the University of New Hampshire with a bachelor's degree in both finance and management. Mitch is a lifelong resident of Concord, NH. When not in the office, Mitch enjoys playing hockey and is a fan of the Bruins and the Red Sox.

            • University of New Hampshire, Finance and Management
              11 S Main Street
              3rd Floor
              Concord, NH 03301
              mitchell.hayes@ubs.com
              Mitchell Hayes
              11 S Main Street,Concord,NH,03301

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            Outlook on interest rates

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            UBS and Credit Suisse—stronger than ever

            Global Wealth Report 2024

            Crafted wealth intelligence

            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.

            Download the report

            A leader in wealth management

            Backed by the strength of our parent company, UBS AG

            $5.8+ trn

            UBS Group invested assets
            As of 03/31/2024

            Global leader

            UBS is a leading and truly global wealth manager

            3

            Advisors on the team

            As of 03/05/2024

            650mm

            Assets under management


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