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.
Succeeding at Business Succession
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
To Catch a Thief
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Putting a Price Tag On Your Health
Being healthy not only makes you feel good, it may also help you financially.
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Understanding the value of a home warranty.
Bonds may outperform stocks one year only to have stocks rebound the next.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
Earnings season can move markets. What is it and why is it important?
Estimate how much of your Social Security benefit may be considered taxable.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator will help determine whether you should invest funds or pay down debt.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
What if instead of buying that vacation home, you invested the money?
In life it often happens that the answers to our most pressing questions are right in our own backyards.
That big list of dreams and goals isn't the only way to look at your bucket list.
Around the country, attitudes about retirement are shifting.
Here’s a quick guide to checking to see if you have unclaimed money.