Steadiness

It comes from experience

Our team of professionals distinguishes itself with both financial experience and personal service. We strive to earn your loyalty through hard work, the right advice and a dedication to developing long-term relationships.

Specialties – Our Areas of Focus

The Retirement Transition

We specialize in helping clients navigate the transition to and through retirement. Common topics include implementing a tax-efficient withdrawal strategy to provide income, Social Security claiming strategies, estimation and understanding of health care costs, spending goals, proper asset allocation and diversification.

Business Succession Planning

We understand that for business owners, exiting your business is a crucial step, potentially resulting in the most significant liquidity transaction you’ll ever make. Our team, along with a team of both internal and external experts, will assist in gauging the readiness of your business for sale and devise a personal strategy to manage the proceeds of the sale, keeping in mind immediate, long-term and multigenerational needs.

Steven Caminiti

Senior Vice President–Wealth Management

Financial Advisor

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.

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