After a decade of advising high-net-worth families in the greater Boston area, I have returned to my roots on Cape Cod. I recognize a need for high quality service encompassing all aspects of Wealth Management. Our team, The Chapin Group, is able to accomplish this for you by leveraging my background as an attorney and a CPA along with the team's 80+ years of combined investment experience. We collaborate with your CPA, estate planning attorney, and insurance provider, to create synergy between your investment, income tax, estate tax, and legacy planning.
I live with my wife Annemarie and children Paige and Kellan. In addition to spending time with my family, I enjoy golfing, traveling, reading books, and watching the Patriots!
My professional/social affiliations include: Cape Cod Young Professionals, Barnstable Bar Association, Mensa International, Cape Cod Pride
My professional achievements and education
- Certified Public Accountant (CPA)
- Suffolk Law School, Juris Doctor
- Boston College, BS Accounting
Registered States:
AZ, CA, CO, CT, DE, FL, KY, MA, MD, ME, MI, NC, NH, NJ, NV, NY, OH, PA, RI, SC, SD, TX, VA, VT, WA