Let's move forward. Together.

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.

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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

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- FL
- GA
- IL
- IN
- LA
- MA
- MD
- ME
- MI
- MN
- NC
- NH
- NJ
- 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 Adams

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- FL
- GA
- IL
- IN
- LA
- MA
- MD
- ME
- MI
- MN
- NC
- NH
- NJ
- 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 Adams

Account Vice President

Financial Advisor Associate
View bio
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- FL
- GA
- 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

Senior Wealth Strategy Associate
View bio
- AK
- AL
- AR
- CA
- CO
- CT
- DC
- FL
- GA
- HI
- IL
- MA
- MD
- ME
- MI
- MS
- NC
- 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
Kathleen Elbaum

Client Associate
View bio
2 Union Plaza
New London, CT 06320

Daniel Adams

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- FL
- GA
- IL
- IN
- LA
- MA
- MD
- ME
- MI
- MN
- NC
- NH
- NJ
- 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 Adams

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- FL
- GA
- IL
- IN
- LA
- MA
- MD
- ME
- MI
- MN
- NC
- NH
- NJ
- 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 Adams

Account Vice President

Financial Advisor Associate
View bio
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- FL
- GA
- 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

Senior Wealth Strategy Associate
View bio
- AK
- AL
- AR
- CA
- CO
- CT
- DC
- FL
- GA
- HI
- IL
- MA
- MD
- ME
- MI
- MS
- NC
- 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
Kathleen Elbaum

Client Associate
View bio
2 Union Plaza
New London, CT 06320

Planning keeps you moving forward

No matter if you’re just starting out, entering your peak earning years or navigating retirement–it all begins with a plan. Your financial world extends beyond an investment portfolio–that’s why we’ll provide a plan for your banking, insurance and legacy goals.

Through holistic financial planning, we can help you:

Retire comfortably with the cash flow and income you need
Manage portfolio volatility while enhancing returns
Reduce estate taxes with a tax-efficient wealth transfer strategy
Improve insurance and other risk management solutions
Engage the next generation regarding their role in your family’s wealth plan
Address diverse liquidity needs

From those findings, we develop a more formalized plan and asset allocation based on your timeframe and comfort with risk—your custom roadmap for moving forward during each life stage. Whether you’re restructuring your portfolio or creating a more tax-efficient estate plan, we’ll “quarterback” with your other professional advisors to deliver one integrated approach and the right opportunities for your needs.

Portfolio management

As senior Advisors within UBS’s Portfolio Management Program (PMP), our customized approach reflects our focus on risk, diversification and asset allocation—and helping you protect all you’ve achieved.

If fact, that’s why we’ve earned our clients’ confidence—and full discretion over many of our clients’ portfolios. Leaving nothing to chance, our team conducts regular investment committee meetings to review and, if needed, fine-tune our seven signature portfolios should current market conditions shift.

Performance-of course, is as important to us as it is to our clients, but our recommended asset allocation is always needs-based—reflecting your personal time horizon, objectives and risk concerns. Should your circumstances change over time, or if new investment opportunities develop, we can reevaluate your asset mix. We do this on a regular basis, always checking in with what’s working or requires adjustments.

_{The Portfolio Management Program (PMP) is a wrap fee advisory program in which our Financial Advisors manage client accounts on a discretionary basis. PMP is designed for clients who (i) want to delegate portfolio management discretion to their Financial Advisor; (ii) are looking to implement a medium to long-term investment plan; and (iii) prefer the consistency of fee-based pricing.}

_{PMP is not appropriate for clients who: (i) want to maintain trading control over their account; (ii) seek a short-term investment; (iii) want to maintain consistently high levels of cash, money market funds, or invest primarily in no-load mutual funds; (iv) want to maintain highly concentrated positions that will not be sold regardless of market conditions; or (v) who anticipate significant withdrawals from the account.}

Relationships you can rely on

We believe what sets our team apart from so many others are the personal relationships we build. We’re accessible 24/7 and you can trust that we’ll go that extra mile to help you make difficult decisions during those times when life is changing.

Whether your needs involve retirement income planning, the transfer of a family business, divorce or the loss of a partner, we’ll work with you to create a plan for moving forward during these major-transition events.

Retirement
Business succession
Divorce
Loss of a partner

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.

Backed by the strength of UBS

A global leader in wealth management

^$3.9 trillion

In invested assets globally
As of 12/31/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

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Let's move forward. Together.

Pursuing your goals together

Daniel Adams

Seth Adams

Daniel Adams

Craig Taliento

Kathleen Elbaum

Daniel Adams

Seth Adams

Daniel Adams

Craig Taliento

Kathleen Elbaum

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Planning keeps you moving forward

Portfolio management

Relationships you can rely on

Legacy—Wealth for others

Backed by the strength of UBS

A global leader in wealth management

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