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105
Collective years of experience
Vice President–Wealth Management
CERTIFIED FINANCIAL PLANNER®
Helping families and business owners across Cape Cod, Massachusetts, and New England navigate complex wealth with clarity, confidence, and purpose.
Chris Chapin is a Vice President-Wealth Management and Financial Advisor with The Chapin Group at UBS Financial Services. As a second-generation advisor, Chris provides comprehensive, goals-based guidance to families, business owners, and retirees across Cape Cod, Massachusetts and New England. Based in Hyannis, his focus is on helping clients simplify financial complexity through coordinated investment management, advanced financial planning, retirement planning, and disciplined, tax-efficient strategies.
Dedicated to continuing his family’s legacy of service, Chris works alongside his father, Tim Chapin, Senior Vice President – Wealth Management, Financial Advisor, to provide clients with the personalized attention and long-term perspective they deserve. Chris takes a goals-based, multigenerational approach to help clients build, preserve, and transfer wealth.
A magna cum laude graduate of Bridgewater State University, Chris earned his B.A. in Public Relations and completed advanced financial planning coursework at Wake Forest University to achieve his CERTIFIED FINANCIAL PLANNER® certification. Since joining UBS, Chris has built his business around thoughtful, client-first advice—combining access to the firm’s institutional-level resources and research with The Chapin Group’s personalized, multi-generational approach to wealth management.
Rooted in Cape Cod values, Chris takes pride in continuing his family’s 40-year tradition of integrity, trust, and client care. Outside the office, he enjoys spending time with his wife, Morgan, and their daughter, and staying active in his community and on the ice—carrying forward the teamwork and discipline he learned through hockey.
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
Lets connect
Vice President–Wealth Management
CERTIFIED FINANCIAL PLANNER®
Helping families and business owners across Cape Cod, Massachusetts, and New England navigate complex wealth with clarity, confidence, and purpose.
Chris Chapin is a Vice President-Wealth Management and Financial Advisor with The Chapin Group at UBS Financial Services. As a second-generation advisor, Chris provides comprehensive, goals-based guidance to families, business owners, and retirees across Cape Cod, Massachusetts and New England. Based in Hyannis, his focus is on helping clients simplify financial complexity through coordinated investment management, advanced financial planning, retirement planning, and disciplined, tax-efficient strategies.
Dedicated to continuing his family’s legacy of service, Chris works alongside his father, Tim Chapin, Senior Vice President – Wealth Management, Financial Advisor, to provide clients with the personalized attention and long-term perspective they deserve. Chris takes a goals-based, multigenerational approach to help clients build, preserve, and transfer wealth.
A magna cum laude graduate of Bridgewater State University, Chris earned his B.A. in Public Relations and completed advanced financial planning coursework at Wake Forest University to achieve his CERTIFIED FINANCIAL PLANNER® certification. Since joining UBS, Chris has built his business around thoughtful, client-first advice—combining access to the firm’s institutional-level resources and research with The Chapin Group’s personalized, multi-generational approach to wealth management.
Rooted in Cape Cod values, Chris takes pride in continuing his family’s 40-year tradition of integrity, trust, and client care. Outside the office, he enjoys spending time with his wife, Morgan, and their daughter, and staying active in his community and on the ice—carrying forward the teamwork and discipline he learned through hockey.
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
Lets connect
Our goal is to 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.
Your finances deserve the same care and attention you give to everything else that matters.
We offer a complimentary financial review designed to help you gain clarity and confidence in your long-term plan.
Whether you’re considering a plan for retirement, a retiree evaluating your investment strategy, a business owner preparing for a liquidity event, or a family seeking multigenerational wealth management guidance, our team provides personalized advice that aligns every decision with your best interests in mind.
As part of UBS Financial Services, we combine the strength of a global wealth management firm with a local perspective of a Cape Cod-based financial advisor team.
Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.
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.
105
Collective years of experience
42
Years in business as a team
Four
Investment professionals on the team
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
Let’s build your financial future—together.
Schedule a complimentary consultation with The Chapin Group at UBS to explore how personalized wealth management can help you pursue your goals.
