Financial Guidance for Ages 50 and Above...
At Hunt Country Wealth Management, we specialize in providing personalized financial services tailored for individuals aged 50 and above. We understand the unique financial challenges and opportunities that arise during this stage of life. From retirement planning to comprehensive investment management, our experienced team is here to guide you every step of the way. Whether you're nearing retirement or in the prime of your career, our dedication lies in helping you confidently achieve your financial goals.
Prepare for Your Financial Future with a Trusted Advisor, Collaborator, and Guide
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Experience The Difference...
A financial services firm owned by a husband and wife in Virginia's beautiful Shenandoah Valley, Hunt Country Wealth Management brings over 20 years of experience to help you build a solid financial future. Our comprehensive approach combines traditional financial principles with the insights of behavioral finance. Whether you need retirement planning, investment management, tax, or estate planning strategies, we offer personalized advice to meet your unique needs. Join us and let's positively impact your financial journey.
Just starting to explore retirement?
Enroll in our Retirement Basecamp™ online course to kickstart your journey.
Our Services
Looking for retirement assistance? Look no further! At Hunt Country Wealth Management, we specialize in retirement planning. We offer two services tailored to your needs as you approach retirement. Our Retirement Audit™ is a quick way to find out if you're on track and help you prepare. The Sovereign Series™ Retirement Plan is a comprehensive in-depth financial plan that provides a roadmap to transition into retirement with confidence. Not sure which service you need? We can help with that too.
Looking for better control over your investment strategy? Align your investment portfolios with your goals using our exclusive Guided Investing™ service. Our comprehensive investment management helps you create a strategic plan, with tailored strategies to optimize and preserve your resources. It starts by identifying your goals and can be personalized for retirement, wealth building, risk management, or multiple objectives. Feel supported and empowered as you make progress towards your financial milestones.
Are you interested in discussing a unique financial situation? If you have any general financial or investment-related inquiries and prefer a collaborative approach to address them, we would be delighted to assist you. Our Hunt Country Hourly Planning™ service offers financial advice on an hourly basis, without minimum asset or income requirements. With tailored recommendations and insights from our experienced professionals, get answers to your questions and valuable guidance.
Financial Articles and News
Who We Help
Hi, I'm Chris Merchant, CFP® from Hunt Country Wealth Management. I want to share two key points about our firm: >> Who We Are >> Who We Help. So who are we? Well, our firm name is called Hunt Country Wealth Management, because we have roots in the hunt...
Staying Active in Retirement: Pickleball
Staying Active in Retirement: A Nation of Pickleballers Over the last couple of years doctors have made clear the benefits of regular physical activity, especially for older adults. In fact, adults 65 and older gain substantial health benefits from regular physical...
The Overconfidence Trap: Navigating Market Expectations in Retirement
The Overconfidence Trap: Navigating Market Expectations in Retirement By: Chris Merchant, CFP® BFA® Introduction In recent conversations with prospective clients, I've noticed a troubling trend: retirees are becoming overly optimistic about stock market returns. Many...
Financial Advisor, Winchester Virginia
Proudly serving Washington, D.C. Metro Region including Middleburg’s Hunt Country, Northern Virginia, and the Shenandoah Valley.
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