Understanding Comes from experience

Trusted financial advice is more important today than ever. As your Financial Advisors, your financial goals are the focus of everything we do. A comprehensive planning approach informs all of our conversations. It helps us learn all we can about you so we can address your most important priorities. And if your circumstances change over time, or new opportunities arise, we adjust your plan to make sure it's on track.

Whether you're looking to build wealth for the future, protect it for the next generation or create a giving strategy for the people and causes that mean so much to you, we are well positioned with advice and a plan that will give you greater confidence to pursue all of your life goals.

Richard O. Sinclair

Senior Vice President - Wealth Management
781-982-3652

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Richard has been providing comprehensive wealth management services to our clients for over 40 years. He earned both his B.S. and M.B.A from Babson College and currently holds his Series 7, 63 and insurance licenses. Richard is very involved in his community volunteering with organizations such as Big Brothers Big Sisters, Habitat for Humanity, D.O.V.E., and the Hingham Congregational Church. He resides in Hingham with his wife of 44 years, Marcia.


Registered States:
AZ, CA, CO, CT, FL, GA, IL, MA, ME, MN, NC, NH, NJ, NM, NY, OH, RI, SC, TX, VA, VT, WA

Samuel B. Sinclair, CFP®

Senior Vice President - Wealth Management
Senior Portfolio Manager
781-982-3668

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As a CERTIFIED FINANCIAL PLANNER™, Sam works closely with our clients to develop financial plans and custom investment solutions that best meet their short and long term objectives. He earned his B.A. from Ohio Wesleyan University with a concentration in Economics and holds his Series 7, 66 and insurance licenses. Sam currently resides in Hingham with his wife Meredith and daughter Lucy. In their spare time they enjoy golf, hiking with their dog Lyla, and skiing.

Sam has been recognized as an industry leader:

  • Forbes Best-In-State Wealth Advisors - 2019, 2020
  • Forbes America's Top Next Generation Wealth Advisors - 2018, 2019, 2020
  • UBS Top 35 Under 35 - 2017, 2018, 2019

 


Registered States:
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, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI

Denise A. Donahue, FPQP®

Wealth Management Associate
Financial Paraplanner Qualified Professional (FPQP™)
781-982-3626

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With over 30 years of experience in the financial services industry, Denise provides exceptional service to our clients. Denise is a Financial Paraplanner Qualified Professional™ and a Wealth Management Associate. She holds both the Series 7 and Series 66 licenses. Denise lives in Rockland with her husband and two sons. In her spare time she enjoys attending her son's soccer games and volunteering at her local church and high school.


Registered States:
FL, MA, NH, NJ, NY

Amanda Louise Grenier

Client Service Associate
781-982-3669

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Amanda joined the Sinclair Wealth Management Group in June of 2019 to focus on our team's scheduling, meeting preparation, marketing, and technology initiatives. She rejoined UBS after a brief time with Wells Fargo Advisors and has previous experience working in the traditional banking and specialty retail sectors. She currently holds her Series 7 license. Amanda lives on Cape Cod with her husband-to-be and their son, and enjoys reading, cooking, and spending time with her family.