The way forward

Today, tomorrow and for generations to come

Where do your passions lie? We address every dimension of your life and your goals—investments, business and legacy—to develop a plan that’s truly personalized for you. Then we’ll help you organize your financial life into three strategies: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies, that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment.

Start the conversation

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.

Steven Caminiti

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AK
- AR
- AZ
- CA
- CO
- CT
- DC
- FL
- IL
- IN
- MA
- ME
- MN
- NC
- NH
- NJ
- NY
- OH
- OR
- SC
- TN
- VA
- WA
For over 28 years, Steve Caminiti has been earning the trust of his clients with a unified approach to wealth management. Steve and his team primarily serve a select group of individuals and families with comprehensive wealth planning and tailored investment strategies. Steve has broad experience in investments and capital markets research, portfolio construction, as well as creating custom retirement income strategies for his clients. Steve is a Certified Retirement Planning Counselor, Chartered Retirement Plans Specialist, as well as a Senior Portfolio Manager in the Portfolio Management Program at UBS. He is a past Board Member Emeritus and Endowment Committee Head of the Animal Refuge League. Steve holds an MBA from the University of Illinois and a BS in Accounting from the University of Southern Maine. Steve resides in Falmouth, Maine with his wife and two children.
- University of Illinois, MBA
- University of Southern Maine, BS in Accounting
- Chartered Retirement Planning Counselor
- Chartered Retirement Plans Specialist℠
- Senior Portfolio Manager
1 City Center
10th Floor
Portland, ME 04101

steven.caminiti@ubs.com

Steven Caminiti

1 City Center,Portland,ME,04101
View bio
Chuck has over 30 years' experience in financial services. He has extensive knowledge of both wealth creation and protection strategies, as well as liability management, to assist clients in achieving their financial and life goals. Chuck serves as an Advisory Trustee of both Greater Portland Landmarks and the Portland Stage Company. He earned a BA from Bowdoin College, and resides in Cape Elizabeth, ME, with his wife and son.
- Bowdoin College, BA
Catherine Smith

Client Associate
View bio
- CA
- FL
- MA
- ME
- NH
- NY
- VT
Cathy brings invaluable experience and support to our team to ensure our clients receive excellent service. She has been with the firm since 2001 and holds her Series 7, 66, 9 and 10 licenses. She also holds her Maine and New Hampshire Insurance licenses. In her free time, Cathy enjoys running, skiing and spending time with her family on the seacoast.
40 Congress Street
Portsmouth, NH 03801

catherine.smith@ubs.com

Catherine Smith

40 Congress Street,Portsmouth,NH,03801

Steven Caminiti

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AK
- AR
- AZ
- CA
- CO
- CT
- DC
- FL
- IL
- IN
- MA
- ME
- MN
- NC
- NH
- NJ
- NY
- OH
- OR
- SC
- TN
- VA
- WA
For over 28 years, Steve Caminiti has been earning the trust of his clients with a unified approach to wealth management. Steve and his team primarily serve a select group of individuals and families with comprehensive wealth planning and tailored investment strategies. Steve has broad experience in investments and capital markets research, portfolio construction, as well as creating custom retirement income strategies for his clients. Steve is a Certified Retirement Planning Counselor, Chartered Retirement Plans Specialist, as well as a Senior Portfolio Manager in the Portfolio Management Program at UBS. He is a past Board Member Emeritus and Endowment Committee Head of the Animal Refuge League. Steve holds an MBA from the University of Illinois and a BS in Accounting from the University of Southern Maine. Steve resides in Falmouth, Maine with his wife and two children.
- University of Illinois, MBA
- University of Southern Maine, BS in Accounting
- Chartered Retirement Planning Counselor
- Chartered Retirement Plans Specialist℠
- Senior Portfolio Manager
1 City Center
10th Floor
Portland, ME 04101

steven.caminiti@ubs.com

Steven Caminiti

1 City Center,Portland,ME,04101
View bio
Chuck has over 30 years' experience in financial services. He has extensive knowledge of both wealth creation and protection strategies, as well as liability management, to assist clients in achieving their financial and life goals. Chuck serves as an Advisory Trustee of both Greater Portland Landmarks and the Portland Stage Company. He earned a BA from Bowdoin College, and resides in Cape Elizabeth, ME, with his wife and son.
- Bowdoin College, BA
Catherine Smith

Client Associate
View bio
- CA
- FL
- MA
- ME
- NH
- NY
- VT
Cathy brings invaluable experience and support to our team to ensure our clients receive excellent service. She has been with the firm since 2001 and holds her Series 7, 66, 9 and 10 licenses. She also holds her Maine and New Hampshire Insurance licenses. In her free time, Cathy enjoys running, skiing and spending time with her family on the seacoast.
40 Congress Street
Portsmouth, NH 03801

catherine.smith@ubs.com

Catherine Smith

40 Congress Street,Portsmouth,NH,03801

Turn possibilities into a plan

What’s really important to you—today and for the long term? UBS Wealth Way starts with questions and discussions that can help you organize your financial life into three key dimensions: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

^{UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment. Time frames may vary. Strategies are subject to individual client goals, objectives and suitability.}

House View Monthly

A leading global wealth manager

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

The way forward

Pursuing your goals together

Steven Caminiti

Catherine Smith

Steven Caminiti

Catherine Smith

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Education

Credentials

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