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
Senior Client Associate
Senior Vice President–Wealth Management
Financial Advisor
Vice President–Wealth Management
CERTIFIED FINANCIAL PLANNER®
Wealth Strategy Associate
Wealth Strategy Associate
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.
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.
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
