Chapin Hill Advisors, Inc. believes in the power of bringing in teams of experts to address the needs of our clients. We maintain a wide network of professionals which we refer to as our "resource directory" which allows us to offer the benefit of specialists as we need them. Our resource directly is tailored to the needs of each target client we service.
By utilizing our network, we are able to maintain a very high level of service with a tailored approach to each client's needs while offering a wide range of services.Top
Chapin Hill Advisors act as a trusted advisor for our clients. We provide independent, value-based strategies tailored to each client's personal situation. We pride ourselves on providing strategies to help both preserve and enhance our client's wealth.
Trust is critical to each and every relationship. We maintain strict confidentiality regarding our clients' financial situations and each team member is chosen for their integrity as well as abilities.As independent advisors, we value our ability to objectively choose the best strategies for each client. We think globally and offer strategic recommendations to help meet the client's needs.We value each client and work to preserve their wealth as well as balance growth and stewardship for future generations.Top
Our goal in working with our clients is to help them pursue their financial goals and objectives. Our process helps identify risks which exist and could derail a client's financial security. We create strategies to help mitigate these risks, reduce stress and anxiety, and act as a valued resource to assist clients in their life journey.
Areas of a high net-worth individual or a family's complex financial life intersect with one another. We address planning with a holistic perspective as we review the entire financial picture and how each area affects other areas.We use a team of professionals to review our client's total financial picture, including investments, liabilities, asset protection, tax, estate planning and cash flow. We get to know the family's personal objectives and work with them to create a personalized approach to wealth management.Bringing together the right professionals enhances the entire process and creates a personalized team for each valued client. Working together we can review and address current goals and assess progress as life progresses to help our clients stay "on track".Clients have referred to Chapin Hill's approach as having an objective resource in their court, arm around their shoulder, assisting them in making sometimes confusing or difficult decisions.Top
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President Kathy Boyle's personal mission is the rescue of animals from lives of misery. Her rescue dogs come from all over the country and often have very tragic "before" stories. They are now very lucky pups as they reside in Bedford, NY with good food, lots of room to run, regular hikes and runs, company, lots of love and each day two doggies get to travel to the NYC office on Metro North.
They brighten up the office, get to be special dogs for the day and another benefit is Kathy has made lots of "train buddies" as people stop to pet and talk about the dogs. Kathy encourage people to adopt a stray and see how well trained a rescue dog can become. Of course, that means that both employees and clients must be dog-friendly! Meet the Mascots below!Our Mascots Top
If you would like to be added to our complimentary market comment list, please email us at firstname.lastname@example.org If you would like to be added to our event lists such as our Networking Extravaganza or our Breakfast Club, please contact President Kathy Boyle¡§ at 212-583-1992. If you would like to set up a complimentary consultation about either our consulting services or investment management services, please contact President Kathy Boyle¡§ by either email or phone at email@example.com or 212-583-1992.Top