Products & Services

At Kennebec Wealth Management, we provide assistance in the following areas:

Investments

  • Stocks
  • Bonds
  • Mutual Funds
  • Exchange Traded Funds (ETFs)
  • Options
  • Unit Trusts
  • 529 Plans
  • Brokerage Accounts
  • Advisory Accounts
  • Traditional IRAs
  • Roth IRAs

Financial Planning Services

  • Retirement Planning
  • Tax Planning
  • College Planning
  • Estate Planning
  • Charitable Gift Planning

Insurance Products

  • Variable Annuities
  • Fixed Annuities
  • Insurance
  • Life Insurance
  • Long Term Care Insurance

Business Services

  • 401k Plans
  • 403b Plans
  • 457 Plans
  • Defined Contribution Plans
  • Business Insurances