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
We create strategies tailored to your goals.
Without any conflicts of interest we put your needs first.
We enjoy building trusted relationships that span generations.
Good Health is Good Business
Good employee health can be great for the company’s bottom line.
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
Investors who put off important investment decisions may face potential consequence to their future financial security.
Military families face unique challenges, making personal finance even more critical.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Determine your potential long-term care needs and how long your current assets might last.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
There are some key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Making the most of surprises is a great reason to work with us.
How will you weather the ups and downs of the business cycle?
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate