Monument Square Financial Advisors
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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.

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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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    View bio
    • 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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      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 Profile Photo

            Catherine Smith

            Client Associate

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            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
                • Steven Caminiti Profile Photo

                  Steven Caminiti

                  Senior Vice President–Wealth Management

                  Financial Advisor

                  • image
                  • image
                  • image
                  View bio
                  • 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
                    • image
                    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 Profile Photo

                          Catherine Smith

                          Client Associate

                          • image
                          • image
                          • image
                          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

                              Focus on liquidity management

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                              Tree

                              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.

                              Learn more at ubs.com/wealthway.

                              Contact us

                              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

                              Insights

                              Products and services mentioned on these web pages may not be available for residents of certain nations.  Please consult the sales restrictions relating to the service in question for further information. http://www.ubs.com  

                              As a firm providing wealth management services to clients, UBS Financial Services Inc. offers investment advisory services in its capacity as an SEC-registered investment adviser and brokerage services in its capacity as an SEC-registered broker-dealer. Investment advisory services and brokerage services are separate and distinct, differ in material ways and are governed by different laws and separate arrangements. It is important that clients understand the ways in which we conduct business, that they carefully read the agreements and disclosures that we provide to them about the products or services we offer. A small number of our financial advisors are not permitted to offer advisory services to you, and can only work with you directly as UBS broker-dealer representatives. Your financial advisor will let you know if this is the case and, if you desire advisory services, will be happy to refer you to another financial advisor who can help you. Our agreements and disclosures will inform you about whether we and our financial advisors are acting in our capacity as an investment adviser or broker-dealer. For more information, please review the PDF document at ubs.com/relationshipsummary.

                              Neither UBS Financial Services Inc. nor its employees (including its Financial Advisors) provide tax or legal advice. You should consult with your legal counsel and/or your accountant or tax professional regarding the legal or tax implications of a particular suggestion, strategy or investment, including any estate planning strategies, before you invest or implement.

                              Wealth management services in the United States are provided by UBS Financial Services Inc., a registered broker-dealer offering securities, trading, brokerage and related products and services. Member SIPC . Member FINRA . UBS Financial Services Inc. is also registered as a Futures Commission Merchant (FCM) with the U.S. Commodity Futures Trading Commission (CFTC) and offers brokerage services related to the execution and clearing of on-exchange futures and options on futures products. Member NFA 

                              Unless we separately agree in writing, we do not monitor your brokerage account, and you make the ultimate decision regarding the purchase or sale of investments. You can ask us to review your brokerage account and provide you with investment recommendations at any time.

                              Wealth Management and Private Wealth Management and UBS International are divisions of UBS Financial Services Inc., a subsidiary of UBS AG.  Private Wealth Management resources and services are provided by specially-accredited Financial Advisors within UBS Financial Services Inc. (including Private Wealth Advisors and International Private Wealth Advisors).

                              For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.html.

                              Notice for Non-U.S. Investors . Notice for Non-Puerto Rico Investor . Order Routing Disclosure . Statement of Financial Condition. Statement of Financial Condition- UBS FSI of Puerto Rico. Best Execution Statement. Loan Disclosure Statement. Account Sweep Yields. Advisory & Brokerage Services. CFP Board's Trademark Disclaimer. Important Information About Auction Rate Securities (Not for Puerto Rico). Futures Commission Merchant (FCM) Information for UBS Financial Services Inc . Agreements and Disclosure 

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