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.
Your DNA Test
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Important Birthdays Over 50
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Choosing a Retirement Plan that Fits Your Business
To choose a plan, it’s important to ask yourself four key questions.
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
Five strategies for managing your student debt.
Don't let procrastination keep you from pursuing your financial dreams and goals.
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Being healthy not only makes you feel good, it may also help you financially.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Estimate your monthly and annual income from various IRA types.
This calculator demonstrates the power of compound interest.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator helps estimate your federal estate tax liability.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
Principles that can help create a portfolio designed to pursue investment goals.
The decision whether to buy or rent a home may have long-term implications.
Understanding the cycle of investing may help you avoid easy pitfalls.
There’s an alarming difference between perception and reality for current and future retirees.
Women must be ready to spend, on average, more years in retirement than men.
Estate conservation is too important to put off. Do you have a smart exit strategy?
You’ve made investments your whole life. Work with us to help make the most of them.