Financial planning and beyond

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

Senior Vice President–Wealth Management

CERTIFIED FINANCIAL PLANNER®
View bio Industry recognition
- AR
- 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
- WI
- WY
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 Counselor^SM, and Wealth Advisor certifications. Since joining UBS in 2008, Tom actively utilizes all tools available to help our clients plan, grow, and preserve 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 "Bill" Chapin Jr.

First Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- 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
- WI
- 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, CFP

Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- 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

Senior Client Associate
View bio
- CA
- CT
- FL
- MA
- MD
- ME
- NH
- NJ
- NV
- NY
- SC
- TX
- UT
- VT
- 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

Client Associate
View bio
- CA
- CO
- CT
- FL
- MA
- ME
- NH
- NJ
- NV
- NY
- PA
- SC
- TX
- 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

Thomas Berry

Senior Vice President–Wealth Management

CERTIFIED FINANCIAL PLANNER®
View bio Industry recognition
- AR
- 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
- WI
- WY
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 Counselor^SM, and Wealth Advisor certifications. Since joining UBS in 2008, Tom actively utilizes all tools available to help our clients plan, grow, and preserve 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 "Bill" Chapin Jr.

First Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- 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
- WI
- 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, CFP

Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- 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

Senior Client Associate
View bio
- CA
- CT
- FL
- MA
- MD
- ME
- NH
- NJ
- NV
- NY
- SC
- TX
- UT
- VT
- 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

Client Associate
View bio
- CA
- CO
- CT
- FL
- MA
- ME
- NH
- NJ
- NV
- NY
- PA
- SC
- TX
- 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

Turn possibilities into a plan

What’s really important to you—today and for the long term? UBS Wealth Way starts with questions and discussions that can help you organize your financial life into three key dimensions: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

^{UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment. Time frames may vary. Strategies are subject to individual client goals, objectives and suitability.}

House View Monthly

A leading global wealth manager

UBS Year Ahead 2025

Roaring 20s: The next stage

Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.

A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.

Read the report

A leader in wealth management

Backed by the strength of our parent company, UBS AG

^$5.9+ trn

UBS Group invested assets
As of 06/30/2024

Global leader

UBS is a leading and truly global wealth manager

The proof is in our numbers

Advisors on the team

As of 10/01/2024

$710 Million

Assets under management

Financial planning and beyond

Pursuing your goals together

Thomas Berry

William "Bill" Chapin Jr.

Matthew Dodge, CFP

Lauren Wright

Mitchell Hayes