Insight-based advice

Sinclair Wealth Management Group

With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.

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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.

  • Richard Sinclair Profile Photo

    Richard Sinclair

    Senior Vice President–Wealth Management

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    • AZ
    • CA
    • CO
    • CT
    • FL
    • GA
    • IL
    • MA
    • ME
    • MN
    • NC
    • NH
    • NJ
    • NM
    • NY
    • OH
    • RI
    • SC
    • TX
    • VA
    • VT
    • WA

    Richard has been providing comprehensive wealth management services to our clients for over 41 years. He earned both his B.S. and M.B.A from Babson College and currently holds his Series 7, 63 and insurance licenses. Richard is very involved in his community volunteering with organizations such as Big Brothers Big Sisters, Habitat for Humanity, D.O.V.E., and the Hingham Congregational Church. He resides in Hingham with his wife of 44 years, Marcia.

      • Babson College, B.S.
      • Babson College, M.B.A.
        1099 Hingham Street
        Rockland, MA 02370
      • Samuel Sinclair Profile Photo

        Samuel Sinclair, CFP

        Senior Vice President–Wealth Management

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        • AL
        • AR
        • AZ
        • CA
        • CO
        • CT
        • DC
        • DE
        • FL
        • GA
        • HI
        • IA
        • ID
        • IL
        • IN
        • KS
        • KY
        • LA
        • MA
        • MD
        • ME
        • MI
        • MN
        • MO
        • MS
        • MT
        • NC
        • NH
        • NJ
        • NM
        • NV
        • NY
        • OH
        • OK
        • OR
        • PA
        • RI
        • SC
        • TN
        • TX
        • UT
        • VA
        • VT
        • WA
        • WI

        As a CERTIFIED FINANCIAL PLANNER™, Sam works closely with our clients to develop financial plans and custom investment solutions that best meet their short and long term objectives. He earned his B.A. from Ohio Wesleyan University with a concentration in Economics and holds his Series 7, 66 and insurance licenses. Sam currently resides in Hingham with his wife Meredith and in their spare time they enjoy golf, hiking with their dog Lyla, and skiing.

        • Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2020, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
        • Forbes America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2018, 2019, 2022The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
        • Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.

        • Ohio Wesleyan University, B.A., Concentration in Economics
        • CERTIFIED FINANCIAL PLANNER™
        • Senior Portfolio Manager
        1099 Hingham Street
        Rockland, MA 02370
      • Denise Donahue Profile Photo

        Denise Donahue, FPQP

        Wealth Management Associate

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        • CO
        • FL
        • MA
        • MN
        • NH
        • NJ
        • NY
        • SC

        With over 30 years of experience in the financial services industry, Denise provides exceptional service to our clients. Denise is a Financial Paraplanner Qualified Professional™ and a Wealth Management Associate. She holds both the Series 7 and Series 66 licenses. Denise lives in Rockland with her husband and two sons. In her spare time she enjoys attending her son's soccer games and volunteering at her local church and high school.

            • Financial Paraplanner Qualified Professional™
            1099 Hingham Street
            Rockland, MA 02370
          • Amanda Grenier Profile Photo

            Amanda Grenier

            Trade & Processing Specialist

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              Amanda joined the Sinclair Wealth Management Group in June of 2019 to focus on our team's scheduling, meeting preparation, marketing, and technology initiatives. She worked most recently in a Client Associate role with Wells Fargo Advisors, and previously as a Client Service Associate with UBS. Prior to her time in the financial services industry Amanda worked in the traditional banking and specialty retail sectors. She currently holds her Series 7 license. Amanda lives on Cape Cod with her husband-to-be and their son, and enjoys reading, cooking, and spending time with her family.

                    1099 Hingham Street
                    Rockland, MA 02370

                  The Year Ahead - Sustainable Investing

                  Retirement planning

                  Retirement planning

                  Multigenerational planning

                  Multigenerational planning

                  Legacy—Wealth for others

                  For needs that go beyond your own—to help you improve the lives of others

                  What will your legacy be?
                  It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

                  Learn more at ubs.com/wealthway.

                  Backed by the strength of UBS

                  A global leader in wealth management

                  $2.8 trillion

                  In invested assets globally 
                  As of 06/30/2022

                  51 countries

                  Our global footprint

                  Global leader

                  UBS is a world-leading wealth manager