More than 160 years
offering financial advice
Vice President–Wealth Management
CERTIFIED FINANCIAL PLANNER®
Chris Chapin is an Account Vice President, 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 and Senior Vice President-Wealth Management, Financial Advisor with The Chapin Group.
Leveraging the robust resources of UBS, Chris provides clients 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. 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.
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 wealth advice is comprehensive. Guiding families, business owners and retirees with trusted, multi-generational wealth management services.
Chris Chapin, CFP® is also part of:
The Chapin Group
We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.
By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.
Wealth from your point of view
An approach that works for your entire financial life
Our framework is designed to help you turn your possibilities into a plan. It starts with questions and a conversation to uncover everything that's important to you—beyond your money and wealth. Then, we organize your financial life in a way that gives you confidence you’ll have what you need—when you need it.
More than 160 years
offering financial advice
Global leader
UBS is a leading and truly global wealth manager
#1
for High Net-Worth clients
Euromoney Private Banking and Wealth Management Survey (peer review), 2015-2022