Your life. Your wealth. Your future.

Pursue what matters most

Chapin Group - Tim, Maggie, Chris, Laurin

Our clients know that we put their best interests first at all times. As your financial advocates, we ask the critical questions to learn all about you, your family, priorities and concerns. At the end of the day, we understand that earning your confidence and trust requires integrity, prudence and accessibility.

Grandmother laptop

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.

  • Tim Chapin

    Timothy Chapin

    Senior Vice President–Wealth Management

    Financial Advisor

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

    Tim is a Senior Vice President in the Wealth Management division at UBS and has been helping people plan for their retirement  since 1983. He advises clients on methods to grow, protect and preserve their assets. He also assists his clients in the efficient distribution of their wealth during retirement and at their death. Tim was born in Boston, MA and has been a resident of Cape Cod since 1965. He is a graduate of Tabor Academy & Bowdoin College. Tim and his wife, Melinda currently reside in Falmouth. Tim has actively volunteered with: Osterville Rotary Club (Past President) ,Dewitt Clinton Lodge (Past Master) , Board of Trustees for Heritage Museum & Gardens of Sandwich and The Job Training & Employment Corp.

    He is a single digit golfer and an avid fisherman.

      • Tabor Academy
      • Bowdoin College
        1471 Iyanough Road (Route 132)
        Hyannis, MA 02601
      • CHRIS FINAL HEADSHOT

        Chris Chapin

        Financial Advisor

        Corporate Stock Benefit Consultant

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        • AK
        • 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
        • ND
        • NE
        • NH
        • NJ
        • NM
        • NV
        • NY
        • OH
        • OK
        • OR
        • PA
        • PR
        • RI
        • SC
        • SD
        • TN
        • TX
        • UT
        • VA
        • VI
        • VT
        • WA
        • WI
        • WV
        • WY

        As the son of the team's leader, Tim Chapin, you could say that wealth management is in Chris’ DNA. Observing his father's passion and enjoyment for the wealth management business is what sparked Chris' interest in the world of finance.

        Chris joined the UBS Chapin Group in 2019 as an intern studying the basics of wealth management, personal income tax, estate planning, and asset protection strategies. After graduating Magna Cum Laude with his bachelor’s degree from Bridgewater State University in 2020, Chris was hired into the UBS training program where he spent two years as a Financial Advisor at UBS' headquarters in Weehawken, NJ.

        In Weehawken Chris served as a Corporate Stock Benefit Consultant on the Institutional Advisory Group advising clients on equity compensation awards, tax considerations, and concentrated position risk. Chris has experience helping clients with strategic wealth planning, sector and index based equity strategies, fixed income asset management, and different types of hedging and preservation strategies. Chris believes that developing and maintaining a financial plan is the keystone to successful outcomes for his clients.

        Chris' passion for wealth management began by reading the book “The Automatic Millionaire” by David Bach, and through his finance classes in college.

        Chris graduated from Tabor Academy and Bridgewater State University and holds Series 7, 66, Life & Health Insurance licenses.

        Christopher resides in Westborough, Massachusetts with his fiancé Morgan and their cat Coco. Outside of work, Chris enjoys golf, fishing, ice hockey, skiing, the beach and the outdoors.

          • Bridgewater State University, B.A. Magna Cum Laude
          • Tabor Academy
          • Corporate Stock Benefit Consultant
          1471 Iyanough Road (Route 132)
          Hyannis, MA 02601
        • Maggie Kenney

          Maggie Kenney

          Wealth Strategy Associate

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

          A 28 year veteran of the financial service industry, Maggie strives to help families in every stage of their financial life.  She currently holds her Series 7,9,10,31,63,and 66 securities licenses. In her free time she enjoys vegetable and flower gardening.

                1471 Iyanough Road (Route 132)
                Hyannis, MA 02601
              • Laurin Balfour

                Laurin Balfour

                Senior Client Associate

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                  I have been working in the financial industry for the past 10 years and my primary goal is to provide excellent service to our clients and their families. I want our clients to feel comfortable contacting me to access the many services we provide.  Within The Chapin Group, my role is to coordinate access to the team in a timely manner.

                   I am a graduate of Chamberlayne School of Design at Mount Ida College with my B.S. of Design.  My husband David and my two boys Owen and Jack have resided in Mashpee for the past 14 years.  We are always on the move with lacrosse, soccer, basketball and many family activities. We pride ourselves on showing our children that hard work and determination will allow us to be successful in all aspects of our life.

                    • Chamberlayne School of Design at Mount Ida College, B.S. of Design
                      1471 Iyanough Road (Route 132)
                      Hyannis, MA 02601
                    Retirement planning

                    Retirement planning

                    Retirement Couple

                    Retirement readiness

                    A team approach

                    A team approach

                    How can you be more certain in an uncertain market?

                    Let's put your plan in place, for today, tomorrow and for generations to come

                    You don't have to let market volatility get in the way of your long-term goals. Through the plan we create together, we can help you pursue what matters most.

                    Backed by the strength of UBS

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                    $2.8 trillion

                    In invested assets globally 
                    As of 06/30/2022

                    Global leader

                    UBS is a world-leading wealth manager

                    More than 150 years

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