Monument Square Financial Advisors, a branch of UBS Financial Services Inc. located in Portland, ME, offers personalized wealth management services to individuals and families. With a focus on liquidity, longevity, and legacy strategies, their team of experienced financial advisors, including Steven Caminiti and Chuck, provide tailored investment solutions and comprehensive wealth planning.
Steven Caminiti, a senior vice president in wealth management, brings over 28 years of expertise in investments, retirement planning, and portfolio management to his clients. Chuck, with over 30 years of experience in financial services, specializes in wealth creation and protection strategies, helping clients achieve their financial and life goals. Together with their dedicated team, Monument Square Financial Advisors aims to be a trusted source of financial advice for their clients.
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