Together We can create a plan for the future you want
Adams Wealth Management
860-437-2030
855-779-8172
855-349-8457
UBS Financial Services Inc.
2 Union Plaza
New London, CT 06320
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.
Are you prepared for the retirement you’ve earned?
Like the Ledge Lighthouse, we are a stable source of guidance for our clients.
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.
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.
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.
Our perspectives
Insights