150 State Street,
The Sky's The Limit
Your life goals are our team’s mission. Make your dreams a reality with financial plans that work for you!
We Always Put You First
We lead with honesty, integrity, and trust. At Kennebec Wealth Management, we are your friends and neighbors.
Our professional team looks beyond the numbers to create a wealth management plan tailored to your specific needs and financial goals.
The need for financial planning doesn't stop once you reach retirement. At KWM, we work with you and your family to develop a strategy that meets all your needs.
Discover a personalized approach to managing your wealth with Kennebec Wealth Management.
Create an investment strategy that’s designed to pursue your risk tolerance, time horizon, and goals.
Kennebec Wealth Management offers all-encompassing services for our clients. Our reputation thrives on our high-level of customer satisfaction. When our clients are truly confident in their financial stability, we have done our job. Whether you are experienced in the world of financial matters or are just starting to build your portfolio, Kennebec Wealth Management can help you every step of the way. Click here to submit a question to our team of professional advisors.
Our team of seasoned financial advisors will work with you to delve deep into your financial goals and future plans. From there, we'll create a few custom strategies to get you started on the right path, and we'll guide you every step of the way.
Regional VP & Director of Investment Services
Client Services Associate