About Us
What We Do
Helping You Reach Your Financial Peak
At Kennebec Wealth Management, we are dedicated to being your valued partner on the journey to financial independence. Led by owner Rachel Kuss since 2018, our firm has a deep-rooted history in the financial services industry. While Rachel's leadership has brought fresh vision and renewed vigor, the foundations of our firm were laid well before her tenure under a previous owner. This rich legacy allows us to blend time-tested financial strategies with modern, sound strategy tailored to address your unique needs.
Our mission is simple yet profound: to be an effective partner and coach on your journey to financial independence. Our values, based on a fiduciary mindset, guide our commitment to service and our relentless pursuit of the best possible solutions for your desired outcomes.
About Us
Upholding Our Core Values
We are driven by a core set of values that define who we are and how we operate:
Integrity: We uphold the highest ethical standards in every aspect of our work.
Honesty: Transparency and straightforward communication are the cornerstones of our client relationships.
Fiduciary Care: Your best interests are always our top priority.
White-Glove Service: We provide a personalized, high-touch experience that goes above and beyond.
Respect: We meet you where you are, honoring your unique financial situation and goals.
At our firm, we don't just manage your wealth; we build lasting relationships based on trust, respect, and a shared vision for your financial future.
A Look Into Our Process
Our process is designed to build a comprehensive financial picture and a detailed cash flow plan tailored to your unique needs and goals. We begin with an initial consultation to understand your financial situation and aspirations, followed by the completion of intake forms , which you can download from our website. These forms help us gather essential information to analyze your current financial standing, identify your goals, and create a personalized cash flow plan. With this solid foundation, we develop a customized investment strategy that aligns with your objectives, ensuring you stay committed to your financial success in all market conditions.
Financial planning is an ongoing journey, and we continuously monitor your investments and financial plan, making necessary adjustments to keep you on track. Our commitment to white-glove service means you can expect personalized attention and timely responses at all times. Whether you have questions, need advice, or want to discuss changes in your financial situation, we are here to provide continuous support. When you work with us, our goal-oriented approach helps you stay committed to your success, no matter the market conditions. Let's embark on this journey together.