Tailored wealth advice

Professional guidance that helps inspire confidence

The Chapin Group at UBS Financial Services – A multi-generational wealth management team providing personalized financial planning and investment guidance for families, business owners, and retirees across Cape Cod, Massachusetts and New England.

Comprehensive Wealth Management & Retirement Plans

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.

  • Tim Chapin, Senior Vice President, Financial Advisor, Wealth Management, The Chapin Group at UBS Financial Services, Financial Advisor, Cape Cod, MA, New England

    Timothy Chapin

    Senior Vice President–Wealth Management

    Financial Advisor

    • image
    • image
    • image
    • AL
    • AZ
    • CA
    • CO
    • CT
    • DC
    • FL
    • GA
    • IN
    • KY
    • MA
    • MD
    • ME
    • MI
    • NC
    • NH
    • NJ
    • NV
    • NY
    • OH
    • PA
    • RI
    • SC
    • SD
    • TN
    • TX
    • VA
    • VT
    • WA
    • WI
    • WV
    • WY

    Tim Chapin is a Senior Vice President-Wealth Management and Financial Advisor with The Chapin Group. Since 1983, he has been helping individuals and families plan for retirement and navigate the complexities of growing, preserving, and distributing wealth. Tim advises clients on strategies designed to help build lasting financial security, provide tax efficient strategies, and ensure the smooth transfer of assets during retirement and across generations.

    Born in Boston and a Cape Cod resident since 1965, Tim has built relationships with clients across New England and beyond, providing guidance rooted in experience, integrity, and personal connection. A graduate of Tabor Academy and Bowdoin College, he is deeply involved in his community, having served as Past President of the Osterville Rotary Club, Past Master of the Dewitt Clinton Lodge, Past Board Member of Heritage Museums & Gardens, and current Board Member of the Job Training & Employment Corp.

    An avid fisherman and single-digit golfer, Tim and his wife, Melinda, reside in Falmouth, where they continue to enjoy the coastal lifestyle and close-knit community that reflect the values at the heart of The Chapin Group.

      • Bowdoin College, B.A. Classics
      • Tabor Academy
        1471 Iyanough Road (Route 132)
        Hyannis, MA 02601
        tim.chapin@ubs.com,christopher.chapin@ubs.com
        Timothy Chapin
        1471 Iyanough Road (Route 132),Hyannis,MA,02601
      • Chris Chapin, CFP®, Vice President, Wealth Management, Financial Advisor of the Chapin Group at UBS Financial Services, Cape Cod, Massachusetts, New England

        Chris Chapin, CFP®

        Vice President–Wealth Management

        CERTIFIED FINANCIAL PLANNER®

        • image
        • image
        • image
        • AL
        • AZ
        • CA
        • CO
        • CT
        • DC
        • FL
        • GA
        • IN
        • MA
        • MD
        • ME
        • MI
        • NC
        • NH
        • NJ
        • NV
        • NY
        • OH
        • PA
        • RI
        • SC
        • SD
        • TN
        • VA
        • VT
        • WA
        • WI
        • WV

        Chris Chapin, is a Vice President-Wealth Management and Financial Advisor with The Chapin Group. As a second-generation advisor, Chris provides comprehensive, goals-based guidance to families, business owners, and retirees across Cape Cod, Massachusetts and New England. 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.

          • Bridgewater State University, B.A. Magna Cum Laude
          • Wake Forest University, Certificate in Financial Planning, CFP® Education
          • Tabor Academy
          • CERTIFIED FINANCIAL PLANNER®
          1471 Iyanough Road (Route 132)
          Hyannis, MA 02601
          christopher.chapin@ubs.com
          Chris Chapin, CFP®
          1471 Iyanough Road (Route 132),Hyannis,MA,02601
        • Maggie Kenney, Wealth Strategy Associate, The Chapin Group at UBS Financial Services, Wealth Management Professional

          Maggie Kenney

          Wealth Strategy Associate

          • image
          • image
          • image
          • CT
          • FL
          • MA
          • MI
          • NC
          • NH
          • NY
          • VA

          With more than 35 years of experience in the financial services industry, Maggie Kenney brings a deep understanding of client needs and a genuine passion for helping families at every stage of their financial journey. As a Wealth Strategy Associate with The Chapin Group at UBS Financial Services, she works closely with the financial advisors to deliver coordinated wealth management, investment, and planning strategies tailored to each client’s goals.

          Maggie holds her Series 7, 9, 10, 31, 63, and 66 securities licenses and leverages her extensive industry knowledge to support individuals, retirees, and business owners seeking thoughtful, financial guidance. Known for her approachable and upbeat personality, she plays a key role in ensuring each client receives the high-touch service and attention to detail that define The Chapin Group’s multi-generational approach.

          Outside the office, Maggie enjoys vegetable and flower gardening and spending time with family and friends—reflecting the same care and dedication she brings to her work every day.

                1471 Iyanough Road (Route 132)
                Hyannis, MA 02601
                maggie.kenney@ubs.com
                Maggie Kenney
                1471 Iyanough Road (Route 132),Hyannis,MA,02601
              • Ethan Madera, Wealth Strategy Associate, The Chapin Group at UBS Financial Services, Financial Planning, Cape Cod, MA, New England

                Ethan Madera

                Wealth Strategy Associate

                • image
                • image
                • image
                • CT
                • FL
                • MA
                • ME
                • NC
                • NH
                • NJ
                • NY
                • PA
                • RI
                • VA
                • VT

                Ethan Madera is a Wealth Strategy Associate with The Chapin Group at UBS Financial Services. He plays a key role in supporting the team’s comprehensive wealth management and financial planning strategies for families, business owners, and corporate executives across New England and throughout the U.S.

                Ethan joined UBS in 2018 and has since held a variety of roles across the firm, most recently serving as an analyst in the Private Wealth Management Division, where he supported ultra-high-net-worth individuals and families. Drawing on that experience, he brings deep analytical insight and a client-first mindset to every relationship—helping deliver tailored, tax-efficient strategies that align with each client’s unique goals and long-term financial objectives.

                A graduate of Rutgers University with a Bachelor of Science in Finance, Ethan leverages his background and industry knowledge to provide well-informed advice and personalized wealth strategies. Known for his thoughtful approach and dedication to service, he reflects The Chapin Group’s multi-generational commitment to long-term financial planning and client relationships.

                Outside the office, Ethan enjoys reading, cooking, snowboarding, and spending time with family and friends.

                  • Rutgers University, B.S. Finance
                  • County College of Morris, A.S. Business Administration
                    184 Liberty Corner Road
                    Suite 101
                    Warren, NJ 07059
                    ethan.madera@ubs.com
                    Ethan Madera
                    184 Liberty Corner Road,Warren,NJ,07059
                  • Laurin Balfour

                    Laurin Balfour

                    Senior Client Associate

                    • image
                    • image

                      With more than 15 years of experience in the financial services industry, Laurin Balfour is dedicated to providing the best possible service and support to clients and their families. As a Client Associate with The Chapin Group, she plays an integral role in ensuring each client experiences the team’s personalized, high-touch approach to wealth management and financial planning. Laurin coordinates all aspects of client service—helping families, retirees, and business owners access timely information, execute transactions efficiently, and stay connected to their financial goals.

                      Laurin is a graduate of the Chamberlayne School of Design at Mount Ida College, where she earned her Bachelor of Science in Design. She and her husband, David, live in Mashpee with their two sons, Owen and Jack. Outside of work, Laurin enjoys staying active with her family’s many sports and community activities and values teaching her children that hard work and determination are the foundation of success in every area of life.

                        • Chamberlayne School of Design at Mount Ida College, B.S. of Design
                          1471 Iyanough Road (Route 132)
                          Hyannis, MA 02601
                          laurin.balfour@ubs.com
                          Laurin Balfour
                          1471 Iyanough Road (Route 132),Hyannis,MA,02601

                        Let's Start the Conversation

                        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 and broad experience can help you meet your challenges and seize opportunities.

                        Your finances deserve the same care and attention you give to everything else that matters.

                        Through our service, 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, professional advice that aligns every decision with your best interests.

                        As part of UBS Financial Services Inc, we combine the strength of a global wealth management firm with the local perspective of an experienced Cape Cod-based financial advisor team.

                        Phone Contact for the Chapin Group at UBS Financial Services

                        The Chapin Group at UBS Financial Services

                        105

                        Collective years of experience

                        As of 10/13/2025

                        42

                        Years in business as a team


                        Defining your priorities. Pursuing what matters.

                        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.

                        Couple in an art gallery

                        Comprehensive planning for significant wealth

                        Retirement couple holding surfboards

                        Retirement planning

                        Container ship

                        Maximize your potential wealth

                        senior couple, home in background

                        Estate planning strategies

                        Man working on laptop during virtual call

                        Planning for a changing tax landscape

                        cleaners

                        Business transition & succession planning

                        Man looking in VR headset

                        Making sense of significant wealth

                        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 leader in wealth management

                        Backed by the strength of our parent company, UBS AG

                        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

                        Insights

                        1471 Iyanough Road (Route 132)
                        Hyannis, MA 02601

                        This website uses cookies to make sure you get the best experience on our website. You can find more information under the Privacy Statement. You are free to change your cookies' settings in the privacy settings.

                        Go to privacy settings