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

    • image
    • image
    • image
    • AL
    • AZ
    • CA
    • CO
    • CT
    • DC
    • FL
    • GA
    • IN
    • KY
    • MA
    • MD
    • ME
    • MI
    • NC
    • NH
    • NJ
    • NV
    • NY
    • OH
    • 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 help 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

        Account Vice President

        Financial Advisor

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

        Chris Chapin is an Account Vice President - Wealth Management, Financial Advisor with The Chapin Group at UBS Financial Services Inc. He specializes in crafting bespoke investment strategies for individuals, families, corporations, and trusts, collaborating closely with business owners, accountants, and estate planning attorneys. Drawing upon over 40 years of collective experience, he's gleaned invaluable insights from his father, a tenured wealth management professional, financial advisor, and Senior Vice President-Wealth Management with The Chapin Group.

        Leveraging the robust resources of UBS, Chris provides clients access to current market insights and opportunities. With a commitment to transparent, personalized service, underpinned by continuous professional development and guided by a legacy of wisdom, he strives to help his clients navigate market complexities with finesse. He believes in the transformative power of personalized financial planning as a vehicle for realizing one's most cherished dreams and aspirations.

        Christopher prides himself on making people feel at ease and forging genuine connections. Beyond work, his passions for ice hockey, skiing, golf, and big game fishing fuel his drive for a balanced life. Chris, his wife Morgan, and their feline companion Coco reside in Westborough Massachusetts.

          • 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

          • image
          • image
          • image
          • 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

                • image
                • image

                  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

                    CIO House View monthly livestream

                    Retirement Couple

                    Retirement readiness

                    A team approach

                    A team approach

                    couple on beachfront

                    UBS Wealth Way

                    Wealth from your point of view

                    An approach that works for your entire financial life
                    Our framework is designed to help you turn your possibilities into a plan. It starts with questions and a conversation to uncover everything that's important to you—beyond your money and wealth. Then, we organize your financial life in a way that gives you confidence you’ll have what you need—when you need it.

                    Backed by the strength of UBS

                    A global leader in wealth management

                    $5+ trillion

                    In invested assets globally 
                    As of 11/07/2023

                    Global leader

                    UBS is a world-leading wealth manager

                    More than 150 years

                    offering financial advice

                    Insights