The Road to Retirement Starts Here...
At Hunt Country Wealth Management our mission is to prepare modern pre-retirees nationwide for their journey into retirement and equip them with a plan to help them navigate the road ahead. Our proven processes combine our specialized knowledge with real-world experience to provide you with a guide for making better decisions, achieving better outcomes, and making the best use of your financial resources.
We believe retirement should free you--and it all starts with a plan.
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just starting to explore retirement?
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Our Services
The Sovereign Series™ Retirement Plan is our signature retirement planning service that will show you how to retire. Our guided step-by-step framework is easy to follow and provides a written financial plan that outlines the best use of your resources and a path to help you produce a reliable income. Gain clarity of direction and a stable foundation to experience the freedom of a well-planned retirement.
Guided Investing™ is our comprehensive investment management service. It was designed to help you create a master plan for your financial resources and offer a strategy to help you optimize and preserve your resources. This process starts with defining your why. It can be applied to investors who are saving for retirement, building wealth, wanting to manage risk or all of the above.
90-Minute Strategy Session is a 1:1 session with Chris Merchant, CERTIFIED FINANCIAL PLANNER™. Sometimes you just want to talk to a professional. Whether you want to tap into a broader understanding of a financial topic such as How to Prepare for Retirement or you seek a second opinion on your investment strategy, this session is a great time to discuss the financial considerations on your mind.
Experience The Difference...
Hunt Country Wealth Management was founded by a husband-and-wife team.
We started our firm with one simple goal: We want to help YOU experience the freedom and independence that come from having a well-planned retirement.
Firm founder, Chris Merchant is a CERTIFIED FINANCIAL PLANNER™. He is a leading national specialist in retirement income planning and an author who has dedicated his career to the distinguished needs of modern pre-retirees.
>> After working together, you’ll feel clear and confident about your retirement readiness and you will have a solid financial foundation to enjoy the freedom you’ve earned from a lifetime of hard work and dedication.
Retirement Articles and News
What Investors Need to Know About FDIC and SIPC
About the U.S. Banking SystemAbout the U.S. Banking System With recent headlines about two failed U.S. banks and their ripple effect throughout the banking sector, we want to summarize the latest information on this evolving event. We assure you we are monitoring the...
New Home Office | Winchester, VA
We are thrilled to announce that Hunt Country Wealth Management has moved to 804 Amherst, in the heart of Winchester, Virginia! For years, we have been searching for the perfect location to call our home. We are grateful to have found such a beautiful, historic spot...
Three Reasons Retirees May Run Out of Money in Retirement
Three Reasons Retirees May Run Out of Money in Retirement...Some words of encouragement... It's totally natural to feel worried about outliving your retirement savings, but it's important to remember that there are steps you can take to prevent this from happening....
Retirement Planning Advice Nationwide
Proudly serving Washington, D.C. Metro Region including Middleburg’s Hunt Country, Northern Virginia, and the Shenandoah Valley.
Virtual and In-Office Consultation