$7 trn
UBS Group invested assets
As of 12/31/2025
Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Senior Vice President–Wealth Management
Financial Advisor
Don Adams is a seasoned wealth management professional who helps business owners, retirees, and multigenerational families make informed financial decisions through life's most significant transitions. With more than 36 years of experience, he has guided individuals, families, corporations, and nonprofit organizations in preparing for retirement, navigating business succession and ownership transitions, preserving wealth, and building strategies designed to support their long-term goals and values.
As a Certified Financial Planner™ professional, Chartered Retirement Planning Counselor™ professional, and Portfolio Manager, Don combines comprehensive financial planning with disciplined investment management and ongoing strategic guidance. He works closely with clients to evaluate opportunities, address complex financial challenges, and maintain focus on the objectives that matter most to them and their families.
Don leads the Adams Group in serving business owners, retired executives, and families who value a long-term advisory relationship built on trust, collaboration, and personalized service. Whether helping a business owner prepare for a successful transition, supporting a family through retirement planning, or assisting the next generation in stewarding family wealth, Don and his team are committed to providing clarity, confidence, and guidance every step of the way.
Outside of the office, Don enjoys spending time with his family, hunting with his Labrador Retriever, Luna, golfing, boating, and traveling.
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Senior Vice President–Wealth Management
Financial Advisor
Don Adams is a seasoned wealth management professional who helps business owners, retirees, and multigenerational families make informed financial decisions through life's most significant transitions. With more than 36 years of experience, he has guided individuals, families, corporations, and nonprofit organizations in preparing for retirement, navigating business succession and ownership transitions, preserving wealth, and building strategies designed to support their long-term goals and values.
As a Certified Financial Planner™ professional, Chartered Retirement Planning Counselor™ professional, and Portfolio Manager, Don combines comprehensive financial planning with disciplined investment management and ongoing strategic guidance. He works closely with clients to evaluate opportunities, address complex financial challenges, and maintain focus on the objectives that matter most to them and their families.
Don leads the Adams Group in serving business owners, retired executives, and families who value a long-term advisory relationship built on trust, collaboration, and personalized service. Whether helping a business owner prepare for a successful transition, supporting a family through retirement planning, or assisting the next generation in stewarding family wealth, Don and his team are committed to providing clarity, confidence, and guidance every step of the way.
Outside of the office, Don enjoys spending time with his family, hunting with his Labrador Retriever, Luna, golfing, boating, and traveling.
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.
How will their story unfold?
Inheritance is about more than money. It’s about navigating family, history and your future. See how two brothers decide what to hold onto, what to let go and how to move forward.
If you’re going through a wealth transfer event like an inheritance, death or divorce, our experienced guidance can help give you more confidence.
$7 trn
UBS Group invested assets
As of 12/31/2025
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
