Steadiness

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.

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.

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.