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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    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 holds the designations of CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Retirement Planning Counselor, and Wealth Advisor. Since joining UBS in 2008, Tom has become a leader in utilizing 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.

      • 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
    • William Chapin Profile Photo

      William "Bill" Chapin Jr.

      First Vice President–Wealth Management

      Financial Advisor

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      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.

        • UNH, Political Science and Theology
          11 S Main Street
          3rd Floor
          Concord, NH 03301
        • Matthew Dodge Profile Photo

          Matthew Dodge, CFP

          Account Vice President

          Financial Advisor

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          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.

            • St. Lawrence University, Economics and Mathematics
            • CERTIFIED FINANCIAL PLANNER™
            11 S Main Street
            3rd Floor
            Concord, NH 03301
          • Lauren Wright Profile Photo

            Lauren Wright

            Senior Client Associate

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            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
              • Mitchell Hayes Profile Photo

                Mitchell Hayes

                Client Associate

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                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

                  The circular economy: What is it?

                  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 ubs.com/wealthway.

                  Backed by the strength of UBS

                  A global leader in wealth management

                  $2.8 trillion

                  In invested assets globally 
                  As of 06/30/2022

                  Global leader

                  UBS is a world-leading wealth manager

                  #1

                  Serving the next generation

                  Euromoney Private Banking and Wealth Management Survey, 2020-2022

                  $540MM

                  Assets under management

                  3

                  Advisors on the team


                  Insights