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. One of the most common questions people ask about Social Security is when they should start taking benefits.
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. One of the most common questions people ask about Social Security is when they should start taking benefits.
Services
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. Even if you have an MBA in business, financial matters can be daunting. In addition to managing and growing your money, the experienced staff at Kennebec Wealth Management aims to provide a continued education that will strengthen our working relationship.
Samuel J. Tippet, Account Executive, has 27 years of professional experience as a Financial Advisor. Sam works with clients to build long term relationships and successful investment plans by determining their needs and then finding. Gail Conley, CFP(R), Regional Vice President and Director of Investment Services, has over 20 years in Wealth Management, offering comprehensive wealth advice and investment management for her clients.
LPL Financial is one of the nation's leading financial services companies and a publicly traded company under ticker symbol LPLA. The firm's mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products.
As an employer, you share the responsibility for guiding your employees toward making decisions that will afford them greater financial freedom in retirement. But here's the quandary: Just as your workers look to you for financial guidance and advice, you must seek out an expert to help you navigate plan regulation and administration.
Fortune 500 ranks U.S. companies based on a review of the prior year's total revenue and factors such as profits after taxes, year-end assets and total stockholders' equity. Sustainable investing is investing with the intention of generating a positive ESG impact alongside a financial return. LPL supports the growth and development of sustainable investing practices by providing education, insights, research, and solutions.
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