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
    • NV
    • NY
    • OH
    • OR
    • PA
    • RI
    • SC
    • TN
    • TX
    • UT
    • VA
    • VT
    • WA
    • WI
    • WV

    California Insurance License #0G98569

    Dan Adams has been a financial advisor since 1987 and holds his Series 9/10 General Securities Sales 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
    • Trust and Estate Planning Strategies
    • 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
        daniel.adams@ubs.com
        Daniel Adams
        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
        • FL
        • GA
        • HI
        • IL
        • IN
        • LA
        • MA
        • MD
        • ME
        • MI
        • MN
        • NC
        • NH
        • NJ
        • NV
        • NY
        • OH
        • OR
        • PA
        • RI
        • SC
        • TN
        • TX
        • UT
        • VA
        • VT
        • WI
        • WV

        California Insurance License #0G98570

        Seth is a Financial advisor and 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, and other 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
            seth.adams@ubs.com
            Seth Adams
            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
            • NC
            • NH
            • NJ
            • NV
            • NY
            • OH
            • OR
            • PA
            • RI
            • SC
            • TN
            • TX
            • UT
            • VA
            • VT
            • WA
            • WI
            • WV

            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
                  daniel.adamsjr@ubs.com
                  Daniel Adams
                  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
                  • NH
                  • NJ
                  • NM
                  • NY
                  • PA
                  • RI
                  • TN
                  • 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
                        craig.taliento@ubs.com
                        Craig Taliento
                        2 Union Plaza,New London,CT,06320
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                      UBS Year Ahead 2025

                      Roaring 20s: The next stage

                      Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.

                      A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.

                      Read the report

                      A leader in wealth management

                      Backed by the strength of our parent company, UBS AG

                      $5.9+ trn

                      UBS Group invested assets
                      As of 06/30/2024

                      51 countries

                      Our global footprint

                      Global leader

                      UBS is a leading and truly global wealth manager

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