Let's move forward. Together.

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Some things in life we can’t control. But working together, we can create the experience you deserve.

Why do clients choose Adams Wealth Management? We have spent more than 30 years navigating nearly every type of market cycle. Given our comprehensive planning approach and disciplined investment management, they value our knowledge and understanding of the challenges they face each day as they work and plan for their future and the retirement they have earned.

Because we believe in the importance of community and giving back to the causes that are meaningful to all of us, many of our clients consider our team a part of their family. They know that we care about much more than business transactions—we’re here to help you prepare and invest for life. Whether you’re pursuing personal or professional milestones, we will always strive to be a stable and consistent source of solutions and answers to the questions that matter. We’re singularly focused on one goal: your financial well-being.

Ledge Lighthouse

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.

  • Daniel Adams

    Daniel Adams

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AK
    • AL
    • AR
    • AZ
    • CA
    • CO
    • CT
    • DC
    • FL
    • GA
    • HI
    • IL
    • IN
    • LA
    • MA
    • MD
    • ME
    • MI
    • MN
    • NC
    • NH
    • NJ
    • NM
    • NY
    • OR
    • PA
    • RI
    • SC
    • TX
    • UT
    • VA
    • VT
    • WI

    California Insurance License #0G98569

    Dan Adams has been a financial advisor since 1987 and holds his General Securities Supervisor license. Drawing on his extensive experience, Dan develops highly personalized strategies to address the diverse needs of his client base. In concert with the specialists from the global team of resources at UBS, Dan offers clients a wide range of services, including:

    • Portfolio Management
    • Retirement Planning Services
    • Estate Planning and Trust Services
    • Life Insurance Analysis

    Dan is a native of southeastern Connecticut and currently lives in Waterford, Connecticut. He has served on numerous boards and committees in the community, including Connecticut Sports Foundation Against Cancer, Annual Catholic Appeal, Lawrence and Memorial Hospital and Child and Family Services.

        • Senior Portfolio Manager
        2 Union Plaza
        New London, CT 06320
      • Seth Christopher Adams

        Seth Adams

        Senior Vice President–Wealth Management

        Financial Advisor

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        • AK
        • AL
        • AR
        • AZ
        • CA
        • CO
        • CT
        • DC
        • FL
        • GA
        • HI
        • IL
        • IN
        • LA
        • MA
        • MD
        • ME
        • MI
        • MN
        • NC
        • NH
        • NJ
        • NM
        • NY
        • OR
        • PA
        • RI
        • SC
        • TX
        • UT
        • VA
        • VT
        • WI

        California Insurance License #0G98570

        Seth is a Senior Portfolio Manager with over 20 years of experience in wealth management. He focuses on portfolio development, research, and implementation of investment strategies.  Seth manages our institutional, DVP and syndicate business. He monitors Initial Public Offerings (IPO's), secondary offerings of equities, as well as  fixed income, structured products and alternative investments. In addition, he directs our liability management and lending strategies for real estate, business investments, and personal and business lines of credit.

        Seth was born and raised in Connecticut and is a graduate of Providence College. He lives in Old Saybrook with his wife, Katey, and their four children.

         

         

            • Senior Portfolio Manager
            2 Union Plaza
            New London, CT 06320
          • Daniel Richard Adams Jr.

            Daniel Adams

            Account Vice President

            Financial Advisor

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            • AK
            • AL
            • AR
            • AZ
            • CA
            • CO
            • CT
            • DC
            • FL
            • GA
            • HI
            • IL
            • IN
            • LA
            • MA
            • MD
            • ME
            • MI
            • MN
            • MO
            • NC
            • NH
            • NJ
            • NM
            • NY
            • OR
            • PA
            • RI
            • SC
            • TX
            • UT
            • VA
            • VT
            • WI

            California Insurance License #2099520

            Before joining UBS, Dan spent seven years working for investment management firms helping financial advisors with asset allocation and risk management solutions. He chose to become a financial advisor to have a greater impact helping individuals and families reach their financial goals. The foundation of his work is rooted in the philosophy that clients deserve honesty, competency, and respect. Having helped hundreds of financial advisors in his previous roles, he's learned what differentiates successful financial advisors and is proud of the quality service, thoughtful advice, and strong financial guidance that Adams Wealth Management provides.

             

            Dan is a graduate of East Lyme High School and Clemson University.  He lives in Old Lyme with his wife Jillian and son Weston.

             

             

                  2 Union Plaza
                  New London, CT 06320
                • Craig Taliento

                  Craig Taliento

                  Senior Wealth Strategy Associate

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                  • AK
                  • AL
                  • AR
                  • CA
                  • CO
                  • CT
                  • DC
                  • FL
                  • GA
                  • HI
                  • IL
                  • MA
                  • MD
                  • ME
                  • MI
                  • MS
                  • NC
                  • NE
                  • NH
                  • NJ
                  • NM
                  • NY
                  • PA
                  • RI
                  • TX
                  • UT
                  • VA
                  • VT
                  • WI

                  Craig manages the operational and administrative responsibilities at Adams Wealth Management. He holds many industry credentials, including his Series 7 General Securities license. Craig assists in the implementation and oversight of the investment strategies designed by the advisory team. He has over eighteen years experience in financial services and joined Adams Wealth Management in 2004. Craig is a native of Connecticut and a graduate of Lehigh University.  He lives in Old Lyme with his wife, Kim and three children.

                        2 Union Plaza
                        New London, CT 06320
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                        Kathleen Elbaum

                        Client Associate

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                                2 Union Plaza
                                New London, CT 06320
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                              Planning keeps you moving forward

                              Portfolio management

                              Portfolio management

                              father and son

                              Relationships you can rely on

                              Legacy—Wealth for others

                              For needs that go beyond your own—to help you improve the lives of others

                              What will your legacy be?
                              It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

                              Learn more at ubs.com/wealthway.

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                              A global leader in wealth management

                              $2.8 trillion

                              In invested assets globally 
                              As of 06/30/2022

                              51 countries

                              Our global footprint

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                              UBS is a world-leading wealth manager

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