Broker Check

Team

How We Work

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Frank Adams

President

203-774-0505

203-774-0525

f.adams@lpl.com

A Connecticut native with over two decades of financial planning and investment experience, Frank Adams, Founder and President of Northeast Wealth Solutions set out to create a meaningful client experience...

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Peter Cowen, CMFC®, CRPC®

President

203-774-0505

203-774-0525

pete.cowen@lpl.com

Pete has over 20 years of experience providing financial solutions to individuals, businesses, and organizations. Pete’s integrity and experience enable him to provide personalized financial planning that reflect the values...

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Cameron Rice

Vice President

203-774-0505

203-774-0525

cameron.rice@lpl.com

As a basketball player and enthusiast, Cameron Rice recognizes the importance of strategy and teamwork. In working together with his clients toward their goals, Cameron coaches his clients and prepares a customized "game plan":...

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Bernadette Adams

Director of Client Services

2037740505

203-774-0525

bernadette.adams@lpl.com

Bernadette has over 20 years of experience working in the financial services industry.  Bernadette fills one of the most important roles at Northeast Wealth Solutions...

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Megan Kelly

Administrative Assistant

2037740505

203-774-0525

megan.c.kelly@lpl.com

Megan grew up living in the Bronx, NY. Megan moved to Connecticut when she began her undergraduate program at Albertus Magnus College in New Haven, CT. She graduated with a Bachelor’s in Science with a degree in Business Management.

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