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More than 160 years
offering financial advice
Account Vice President
CERTIFIED FINANCIAL PLANNER®
Chris Chapin is an Account Vice President - Wealth Management, Financial Advisor with The Chapin Group at UBS Financial Services Inc. He specializes in crafting bespoke investment strategies for individuals, families, corporations, and trusts, collaborating closely with business owners, accountants, and estate planning attorneys. Drawing upon over 40 years of collective experience, he's gleaned invaluable insights from his father, a tenured wealth management professional, financial advisor, and Senior Vice President-Wealth Management, Financial Advisor with The Chapin Group.
Leveraging the robust resources of UBS, Chris ensures clients have access to current market insights and opportunities. With a commitment to transparent, personalized service, underpinned by continuous professional development and guided by a legacy of wisdom, he strives to help his clients navigate market complexities with finesse. He believes in the transformative power of personalized financial planning as a vehicle for realizing one's most cherished dreams and aspirations.
Christopher prides himself on making people feel at ease and forging genuine connections. Clients and colleagues alike are drawn to his warmth and authenticity, often remarking on how enjoyable it is to be around him.
Beyond work, his passions for ice hockey, skiing, golf, and big game fishing fuel his drive for a balanced life. Chris, his wife Morgan, and their feline companion Coco reside in Westborough Massachusetts.
Education
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Chris Chapin, CFP® is also part of:
The Chapin Group
Lets connect
Account Vice President
CERTIFIED FINANCIAL PLANNER®
Chris Chapin is an Account Vice President - Wealth Management, Financial Advisor with The Chapin Group at UBS Financial Services Inc. He specializes in crafting bespoke investment strategies for individuals, families, corporations, and trusts, collaborating closely with business owners, accountants, and estate planning attorneys. Drawing upon over 40 years of collective experience, he's gleaned invaluable insights from his father, a tenured wealth management professional, financial advisor, and Senior Vice President-Wealth Management, Financial Advisor with The Chapin Group.
Leveraging the robust resources of UBS, Chris ensures clients have access to current market insights and opportunities. With a commitment to transparent, personalized service, underpinned by continuous professional development and guided by a legacy of wisdom, he strives to help his clients navigate market complexities with finesse. He believes in the transformative power of personalized financial planning as a vehicle for realizing one's most cherished dreams and aspirations.
Christopher prides himself on making people feel at ease and forging genuine connections. Clients and colleagues alike are drawn to his warmth and authenticity, often remarking on how enjoyable it is to be around him.
Beyond work, his passions for ice hockey, skiing, golf, and big game fishing fuel his drive for a balanced life. Chris, his wife Morgan, and their feline companion Coco reside in Westborough Massachusetts.
Education
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Chris Chapin, CFP® is also part of:
The Chapin Group
Lets connect
We are here to provide quality strategies customized to your needs. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Our comprehensive planning process begins with meaningful conversations about what matters most to you. By focusing on your priorities, we'll learn all we can about you, your family and your business. We will then work together to build a plan that helps put you—and keep you—on track pursuing your goals.
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.
More than 160 years
offering financial advice
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
Global leader
UBS is a leading and truly global wealth manager
