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 Is an Annuity?
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
Social Security: What’s Changing in 2016?
There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.
Marriage changes everything, including your insurance needs.
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
In the face of divorce, making changes to insurance coverage may be overlooked.
The item most homeowners forget on their home improvement project checklist is insurance.
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
Lifestyle considerations in creating your retirement portfolio.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
A presentation about managing money: using it, saving it, and even getting credit.
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.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Learn more about taxes, tax-favored investing, and tax strategies.
The importance of life insurance, how it works, and how much coverage you need.
Do you know how to set up your financial goals for success? This knight does.
What if instead of buying that vacation home, you invested the money?
Making the most of surprises is a great reason to work with us.
The market is as unpredictable as the weather. We’d love to help you prepare.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
All about how missing the best market days (or the worst!) might affect your portfolio.