Kennebec Wealth Management

Our Vision

At Kennebec Wealth Management, we believe in developing personalized financial strategies that empower individuals and families to achieve financial independence and pursue their aspirations. We treat each client as an individual, taking the time to understand their unique circumstances, goals, and aspirations.

What We Do

We offer a comprehensive range of financial services to meet your diverse needs, including:

Investment Management

• Building and managing diversified portfolios aligned with your risk tolerance and financial goals.
• Developing and implementing investment plans that reflect your unique circumstances and aspirations.
• Regular performance review and optimization of your portfolio to ensure it remains aligned with your evolving goals.

Financial Planning

• Creating comprehensive financial plans that address your financial goals, including retirement planning, estate planning, and risk management.
• Guiding you through the planning process and empowering you to make informed financial decisions.
• Regularly reviewing and updating your financial plan to ensure it remains relevant and effective over time.

Retirement Planning

• Developing personalized retirement plans that maximize your contributions, investment strategies, and withdrawal strategies.
• Providing guidance on navigating complex retirement plans, such as 401(k)s and IRAs.
• Assisting you with transitioning assets into retirement and ensuring a secure income during retirement.

Retirement Estate Planning

• Creating comprehensive estate plans that protect your assets and ensure your wishes are respected after your passing.
• Collaborating with legal professionals to ensure your documents are legally valid and enforceable.
• Guiding you through the probate process and helping you understand your options.

Our Commitment

We are committed to providing:

• Personalized service: We take the time to understand your individual needs and goals, and we tailor our recommendations to your specific situation.
• Fiduciary care: We hold ourselves to the highest ethical standards and always act in your best interests.
• Transparency: We provide clear and concise explanations about your financial situation and the strategies we recommend.

Working With Us

We believe in building strong and lasting relationships with our clients. We are committed to open communication, active listening, and collaborative problem-solving. We want you to feel confident and empowered throughout the process, knowing that you are working with a trusted advisor who has your best interests at heart.