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$7 trn
UBS Group invested assets
As of 12/31/2025
Retirement isn’t just about the year you stop working, it's about you, your lifetime of hard work, your family and the lifestyle you want to preserve. Most important, it’s about feeling confident about the future – for many years to come. We believe retirement confidence begins with a plan.
Senior Vice President–Wealth Management
Financial Advisor
Helping people realize their retirement dreams is Tim's passion.
Since 1983, Tim has been helping clients achieve successful, worry-free retirements through a simple process that sets clear goals and builds confidence for the future. Acting as your personal financial coach, Tim works in collaboration with a network of outside attorneys and CPAs to create your custom wealth plan designed to limit portfolio risk, mitigate taxes, and protect your family’s financial well-being.
Tim understands that many retirees struggle with the transition from earning a paycheck to living off their savings. Common questions often arise: Will my money last? How much can I really spend? What about taxes, healthcare costs, social security, pension choices and leaving a legacy for my family? Even after years of saving, the uncertainty can be overwhelming.
That’s where Tim and his team make a difference. This process helps turn confusion into clarity—providing insight into where you stand today and guiding confident decisions for tomorrow. Through The Wealth Way Planning Process, retirees gain more than a financial roadmap—they gain peace of mind and the freedom to enjoy retirement with purpose, stability, and confidence about what comes next.
In our experience communication is important to achieving successful outcomes. Therefore our clients receive frequent communications from our team through phone calls, emails and regular portfolio reviews.
Timely access to your adviser is also very important. For this reason we strive to ensure that a phone message or email message from a client receives a response from our team within the same business day.
Beyond his professional role, Tim has long been active in the Cape Cod community. He is a past president of the Osterville Rotary Club, past Master of DeWitt Clinton Lodge, and a former board member of the Salvation Army of Cape Cod. He currently serves on the board of the Jobs, Training & Employment Corporation. He and his wife, Melinda are Lifetime Members of the Francis Ouimet Scholarship Fund.
Tim and his wife raised their family in Sandwich, MA, where he coached youth soccer and lacrosse. They now reside in Falmouth, MA, and Naples, FL, enjoying time with their children and three granddaughters, golfing, and spending time on the beach and boating . His son, Chris, has proudly joined The Chapin Group, continuing the family’s tradition of client-focused service.
Tim is a graduate of Tabor Academy and Bowdoin College.
CA Insurance License # 1714752
Education
Senior Vice President–Wealth Management
Financial Advisor
Helping people realize their retirement dreams is Tim's passion.
Since 1983, Tim has been helping clients achieve successful, worry-free retirements through a simple process that sets clear goals and builds confidence for the future. Acting as your personal financial coach, Tim works in collaboration with a network of outside attorneys and CPAs to create your custom wealth plan designed to limit portfolio risk, mitigate taxes, and protect your family’s financial well-being.
Tim understands that many retirees struggle with the transition from earning a paycheck to living off their savings. Common questions often arise: Will my money last? How much can I really spend? What about taxes, healthcare costs, social security, pension choices and leaving a legacy for my family? Even after years of saving, the uncertainty can be overwhelming.
That’s where Tim and his team make a difference. This process helps turn confusion into clarity—providing insight into where you stand today and guiding confident decisions for tomorrow. Through The Wealth Way Planning Process, retirees gain more than a financial roadmap—they gain peace of mind and the freedom to enjoy retirement with purpose, stability, and confidence about what comes next.
In our experience communication is important to achieving successful outcomes. Therefore our clients receive frequent communications from our team through phone calls, emails and regular portfolio reviews.
Timely access to your adviser is also very important. For this reason we strive to ensure that a phone message or email message from a client receives a response from our team within the same business day.
Beyond his professional role, Tim has long been active in the Cape Cod community. He is a past president of the Osterville Rotary Club, past Master of DeWitt Clinton Lodge, and a former board member of the Salvation Army of Cape Cod. He currently serves on the board of the Jobs, Training & Employment Corporation. He and his wife, Melinda are Lifetime Members of the Francis Ouimet Scholarship Fund.
Tim and his wife raised their family in Sandwich, MA, where he coached youth soccer and lacrosse. They now reside in Falmouth, MA, and Naples, FL, enjoying time with their children and three granddaughters, golfing, and spending time on the beach and boating . His son, Chris, has proudly joined The Chapin Group, continuing the family’s tradition of client-focused service.
Tim is a graduate of Tabor Academy and Bowdoin College.
CA Insurance License # 1714752
Education
By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.
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.
$7 trn
UBS Group invested assets
As of 12/31/2025
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
