Company Overview

Our Mission

We continually work to build and maintain the most experienced and knowledgeable team of sales support employees and associates in the insurance industry in order to understand and respond to the specialized estate planning and insurance needs of National Financial Institutions and their Financial Advisors.

How we excel

Reasons to choose BKA PWC over our competitors

At BKA Private Wealth Consultants, we believe there is power in experience. The BKA Private Wealth Consultants team is our most experienced group of consulting professionals in the areas of estate and wealth preservation planning. This team displays the knowledge, understanding and innovation to deliver the answers that our clients need, to accomplish the many goals that they have for protecting and preserving their wealth. Our consultants work closely with Financial Advisors and their clients, tax advisors and attorneys, to provide customized solutions in the areas of estate planning, business succession planning, charitable planning and wealth preservation. Please visit “Where We Operate” to be introduced to one of our advanced planning consultants and start the process of discovering how we can help your clients plan effectively, for all that lies ahead.

Proffesional

Trustworthy

Intelligent

Service Oriented

Locations

Explore the regions where we operate

Mid-Atlantic

New York City

Southern California

Executive Director Bio

Brian Adams, Executive Director

Brian Adams is the Executive Director of BKA Private Wealth Consultants as well as the Managing Partner of the BKA PWC New England Team. Brian has over 25 years of experience in the life and health insurance industry. Prior to his current position Brian’s career with the insurance industry was initiated as a career agent with New England Life in 1987. He later took on the role as a sales manager for that company in a regional sales office. In 1991, Brian founded Brian K. Adams and Associates, Inc. a life insurance Brokerage General Agency. The firm in its agents/agency relationship won numerous industry and company awards including New General Agency of the Year and Corporate Leaders council for the Travelers Insurance Company for 4 consecutive years. In 1996 the company changed from a Brokerage General Agency to an Insurance Processing Center for Morgan Stanley. In this role it has grown to be one of the largest centers for them in the country servicing the over 17,000 Financial Advisors in retail offices nationwide. The firm has now expanded its institutional client list to include, UBS Financial Services, Wells Fargo Advisors, Oppenheimer, and other regional firms. Brian has dedicated his time over the past 10 years to working closely with the Firm’s Insurance Planning Specialists in the field. He provides strategies, mentorship, and point of sale support to these Specialists in the areas of estate planning and wealth preservation planning for super affluent clients and their families.

Brian spent many years building the Firm in and around the Boston area. In 2013, Brian returned to Boston and created BKA Private Wealth Consultants. Brian is responsible for continued growth of our wealth preservation and estate planning business utilizing life insurance. He works closely with Financial Advisors and their clients in the areas of wealth preservation planning, estate planning, business planning, and charitable planning.

Prior to the insurance industry Brian enlisted and served six years in the United States Air Force. During that time he was acknowledged as the Non Commissioned Officer of the year for the entire Air Force in 1985 and received the Meritorious Service medal twice and the Air Force Commendation Medal four times. Also, during that same time period he completed his education with an Associate Degree in Biology/Pre-med from San Antonio Community College and a Bachelor Degree in Biology from the University of Texas at San Antonio with a Minor in Business.

Contact us

Call Us:

(607) 735-2362

Email Us:

info@bkapwc.com