Welcome to Kennebec Wealth Management
Kennebec Wealth Management is a comprehensive financial services firm committed to helping you improve your long-term financial success. Our customized programs are designed with the goal to help you accumulate, protect, and conserve your wealth by delivering an unprecedented level of personalized service and experience.
We encourage you to explore our site and learn more about the services we provide. If you have any questions or would like more information on our firm, please feel free to email us or call us at (207) 660-4100. We look forward to hearing from you.
WE ARE HERE FOR YOU
Services
We create strategies tailored to your goals.
Independence
Without any conflicts of interest we put your needs first.
Trust
We enjoy building trusted relationships that span generations.
Helpful Content
How to Retire Early
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
Eight Mistakes That Can Upend Your Retirement
There are common mistakes you can avoid when saving for retirement.
Important Birthdays Over 50
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Crowdfunding—Capital for the 21st Century
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
Inflation & Your Money
It's important to understand how inflation is reported and how it can affect investments.
Buying vs. Leasing a Car
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
The Cost of Procrastination
Don't let procrastination keep you from pursuing your financial dreams and goals.
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How Compound Interest Works
Use this calculator to better see the potential impact of compound interest on an asset.
Tax Freedom Day
Assess how many days you'll work to pay your federal tax liability.
Potential Income from an IRA
Estimate your monthly and annual income from various IRA types.
Doubling Your Money
This calculator demonstrates the power of compound interest.
Self-Employed Retirement Plans
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Comparing Investments
This calculator compares the net gain of a taxable investment versus a tax-favored one.
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Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
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The Latte Lie and Other Myths
Do you know these three personal finance sayings?
Jane Bond: Decoding Diversification
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
From Boats to Brokers
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Forecast
The market is as unpredictable as the weather. We’d love to help you prepare.
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.