The way forward

Today, tomorrow and for generations to come

Lift ascending the mountains

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.

Retired couple

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 Profile Photo

    Steven Caminiti

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AK
    • AZ
    • CA
    • CO
    • CT
    • DC
    • FL
    • IL
    • IN
    • MA
    • ME
    • MN
    • NC
    • NH
    • NJ
    • NY
    • OH
    • OR
    • SC
    • 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
    • Charles Redman Profile Photo
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        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 Profile Photo

            Catherine Smith

            Client Associate

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            • 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

                Focus on liquidity management

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                UBS and Credit Suisse—stronger than ever

                Legacy—Wealth for others

                For needs that go beyond your own—to help you improve the lives of others

                What will your legacy be?
                It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

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                Backed by the strength of UBS

                A global leader in wealth management

                $3.9 trillion

                In invested assets globally 
                As of 12/31/2022

                51 countries

                Our global footprint

                Global leader

                UBS is a world-leading wealth manager