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, CFP®, CEPA®

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AR
    • 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

    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®, Certified Exit Planning Advisor®, 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 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, 2024, 2025The 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.
    • UBS Wealth Management Director’s Council, 2025UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.

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

    William "Bill" Chapin Jr.

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AR
    • 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, 2024, 2025The 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®

      First Vice President–Wealth Management

      Financial Advisor

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      • AR
      • AZ
      • CA
      • CO
      • CT
      • DC
      • DE
      • FL
      • GA
      • HI
      • ID
      • 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, 2024, 2025The 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 Registered Client Associate

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      • 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 Profile Photo

          Mitchell Hayes, CFP®

          Registered Client Associate

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          • 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 Associate. Mitch became a CFP® professional in 2025. He 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
            • CERTIFIED FINANCIAL PLANNER®
            11 S Main Street
            3rd Floor
            Concord, NH 03301
            mitchell.hayes@ubs.com
            Mitchell Hayes, CFP®
            11 S Main Street,Concord,NH,03301
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          Turn possibilities into a plan

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          Support and resources

          Our UBS Optimus Foundation in the US is directly supporting emergency response, relief and reconstruction activities in Texas through our partnerships with World Central Kitchen and Team Rubicon. You can support these organizations and pool funds, together with Optimus, to increase their ability to support communities in Texas. In addition, any client donation to one of our Optimus partners will receive a 10% match from UBS.

          Learn how you can get involved and make an impact through the UBS Optimus Foundation.

          The UBS Optimus Foundation is a global network of separately organized and regulated, tax-exempt, charitable organizations, founded and managed by UBS, that make grants and other financial contributions to implementing partner organizations aligned with their values and objectives.

          A leader in wealth management

          Backed by the strength of our parent company, UBS AG

          $6 trn

          UBS Group invested assets
          As of 12/31/2024

          Global leader

          UBS is a leading and truly global wealth manager

          The proof is in our numbers

          3

          Advisors on the team

          As of 08/25/2025

          $800 Million

          Assets under management


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