The right moves for your financial future

As UBS Wealth Advisors, we understand that wealth management is more than just access to the wide range of financial services and solutions. You need those services and solutions tailored to your unique situation to help pursue your personal financial goals and dreams. We're here to help you embrace your financial future.

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Patrick Murphy

Account Vice President

Financial Advisor

I am a firm believer that proactive communication and planning are critical in successful lifelong wealth management - yet I often find these key aspects either lacking, or even nonexistent in families' financial lives. 

At North Street Legacy Partners we actively collaborate with you, your family, and your legal and tax advisors, to build a tailored strategy so that you and your loved ones achieve financial security and confidence.

After a decade of advising high-net-worth and ultra-high-net-worth families at various CPA firms, law firms, and family offices in the greater Boston area, I wanted to return home to my roots on Cape Cod.  I found a natural fit for my skills and experience with North Street Legacy Partners, and recently joined the team in order to help advise and guide select families in the greater Cape and Islands area.

I grew up in Centerville and graduated from Barnstable High School in '99.  I earned a degree in accounting from Boston College in '03, and graduated from Suffolk Law School in '07. 

I live with my wife Annemarie and three children Paige, Kellan, and Aidan. In addition to spending time with my family, I enjoy golfing, traveling, reading books, and watching the Patriots!

My professional/social affiliations include: Estate Planning Council of Cape Cod, Cape Cod Young Professionals, Mensa International.

Registered States:
  • AZ
  • CA
  • CT
  • FL
  • GA
  • IL
  • IN
  • KS
  • MA
  • MD
  • ME
  • MI
  • MT
  • NC
  • NH
  • NJ
  • NY
  • OH
  • OR
  • PR
  • RI
  • SC
  • TX
  • UT
  • VA
  • VT

  • Forbes Best-in-State Wealth Management Teams, 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.

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

Education

  • Bachelors of Science, Boston College
  • Juris Doctor, Suffolk Law School
1471 Iyanough Road (Route 132)
Hyannis, MA 02601

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Donor-advised funds

Year-end charitable giving

As we approach the end of the year, you may be thinking about the charitable contributions you’d like to make. Learn how a donor-advised fund (DAF), can support your favorite charities in a flexible, tax-efficient and cost-effective manner.

For personalized service and more information on how a DAF can fit into your charitable giving plans, contact our team today.

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