105
Collective years of experience
The Chapin Group works with families, business owners and retirees to design coordinated wealth management strategies. By integrating investment management, advanced financial planning, and legacy coordination, we help clients navigate complexity and preserve wealth for generations to come. Our team combines financial insight with a private and personalized approach that keeps your goals and your family’s future at the center of every decision.
Senior Vice President–Wealth Management
Financial Advisor
Vice President–Wealth Management
CERTIFIED FINANCIAL PLANNER
Wealth Strategy Associate
Wealth Strategy Associate
Corporate Stock Benefit Analyst
Senior Client Associate
Senior Vice President–Wealth Management
Financial Advisor
Vice President–Wealth Management
CERTIFIED FINANCIAL PLANNER
Wealth Strategy Associate
Wealth Strategy Associate
Corporate Stock Benefit Analyst
Senior Client Associate
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.
For many retirees, the transition from earning a paycheck to living off their savings can feel unsettling. Questions start to pile up: Will my money last? How much can I really spend? What about taxes, healthcare, or leaving something for my family? Even after years of careful saving, the uncertainty can be overwhelming.
Engaging with our team as your retirement coach and using our "Wealth Way" planning process can make all the difference. "Wealth Way" is designed to turn confusion into clarity—helping you understand where you stand today and how to make confident decisions for tomorrow. We start with simple, honest conversations about what’s most important to you—your lifestyle, your values, and your vision for the future. From there, we break complex financial choices into simple steps that align with your clear goals, creating a personalized plan that supports a confident future.
Through our "Wealth Way" planning process, retirees gain more than just a financial roadmap—they gain confidence knowing they can enjoy retirement with purpose, stability, and clarity about what comes next.
105
Collective years of experience
42
Years in business as a 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.
We can help you plan for it.
When you have created or inherited significant wealth, you have opportunities to pursue bold and meaningful undertakings. How do you make decisions that will guide you successfully forward, no matter what your goal?
We believe it’s all about connection. That’s why we are prepared to take that journey with you today, tomorrow, every step of the way.
A road map to help facilitate the process
Often, the process of selling a business is unknown to the business owner. This may leave them vulnerable to making significant mistakes. This brochure may serve as a general road map for facilitating the sale of a closely held business.
Global leader
UBS is a leading and truly global wealth manager
More than 160 years
offering financial advice
#1
for High Net-Worth clients
Euromoney Private Banking and Wealth Management Survey (peer review), 2015-2022
