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.
What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
What to Look for in an Extended-Care Policy
Here’s a list of 8 questions to ask that may help you better understand the costs and benefits of extended-care insurance.
Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Entrepreneurs all face the same question, “Which business structure should I adopt?”
When you’re married and have children, insurance needs will be different.
Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.
Medicare is broken down into four specific parts—but what do they mean? This article will help you understand each piece.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Use this calculator to estimate your capital gains tax.
Enter various payment options and determine how long it may take to pay off a credit card.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate your monthly and annual income from various IRA types.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Imagine your ideal post-pandemic retirement with this animated video.
$1 million in a diversified portfolio could help finance part of your retirement.
Understanding the cycle of investing may help you avoid easy pitfalls.
You’ve made investments your whole life. Work with us to help make the most of them.