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
    • AL
    • AR
    • AZ
    • CA
    • CO
    • CT
    • DC
    • FL
    • IL
    • IN
    • MA
    • ME
    • MN
    • NC
    • NH
    • NJ
    • NY
    • OH
    • OR
    • SC
    • TN
    • UT
    • 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
    • Steven Caminiti Profile Photo

      Steven Caminiti

      Senior Vice President–Wealth Management

      Financial Advisor

      • image
      • image
      • image
      View bio
      • AK
      • AL
      • AR
      • AZ
      • CA
      • CO
      • CT
      • DC
      • FL
      • IL
      • IN
      • MA
      • ME
      • MN
      • NC
      • NH
      • NJ
      • NY
      • OH
      • OR
      • SC
      • TN
      • UT
      • 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
      Three generations in apple orchard

      Turn possibilities into a plan

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      Mountain climbers on peak at sunrise

      A leading global wealth manager

      Texas

      Donor-advised funds

      Year-end charitable giving

      As we approach the end of the year, you may be thinking about the charitable contributions you’d like to make. Learn how a donor-advised fund (DAF), can support your favorite charities in a flexible, tax-efficient and cost-effective manner.

      For personalized service and more information on how a DAF can fit into your charitable giving plans, contact our team today.

      Contact us

      A leader in wealth management

      Backed by the strength of our parent company, UBS AG

      $6.9 trn

      UBS Group invested assets
      As of 10/29/2025

      51 countries

      Our global footprint

      Global leader

      UBS is a leading and truly global 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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