Want to feel confident in your ability to navigate retirement and prepared to begin your journey?
Click to enroll in our free Retirement Basecamp™ online course today.

Celebrating Winchester Office

NEWS

For Immediate Release

Winchester, VA – September 6, 2017 – Hunt Country Wealth Management, LLC is proud to open its new headquarters in Historic Old Town Winchester, VA. With over ten years of experience helping people pursue their financial and retirement goals, company owner Chris Merchant and the team at Hunt Country Wealth Management are looking forward to serving Shenandoah Valley residents, as well as their clients in the surrounding Hunt Country (Middleburg, Purcellville, The Plains,..) and Northern Virginia. Chris opens Hunt Country Wealth Management in alliance with Broker-Dealer, Securities America Inc.  Before joining Securities America Chris was personally responsible for managing over 50 million dollars in client assets.

Christopher Merchant began his career in Winchester, VA in 2006 before moving to a Financial Institution headquartered in Middleburg, VA in 2008 thus beginning his career in Financial Planning. In April 2017 the Financial Institution to which he worked was acquired, allowing Chris to launch his independent family-operated boutique firm. Chris holds advanced degrees and designations including an MBA; Series 7 & Series 66 registrations; and is a CERTIFIED FINANCIAL PLANNER™.

Merchant was named to Leesburg Today’s, 30 Under 30 in 2011. He has also actively served on several non-profit boards for financial advisory. Chris is a native to the Shenandoah Valley and lives in Historic Winchester with his wife and business partner, Heather Merchant. They look forward to working in the community they love and becoming active in local service organizations. They plan to start this commitment to the community by sponsoring the United Way of Northern Shenandoah Valley’s, 15th annual Day of Caring on September 13, 2017.

About Securities America

Securities America is one of the nation’s largest independent broker-dealers with more than 2,000 independent advisors responsible for $60 billion in client assets. <www.securitiesamerica.com>

About CERTIFIED FINANCIAL PLANNER™

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP®  in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. Not all financial planners are “certified.” Only those who have fulfilled CFP Board’s rigorous requirements can call themselves a CFP® professional. <www.cfp.net>

Have questions about retirement, investing, or financial planning?

 

Hunt Country Wealth Management can help.
Click below to explore our services, or schedule a 15-Minute Discovery Call to talk with an advisor.

Hunt Country Wealth Management Logo

At Hunt Country Wealth Management we specialize in providing personalized financial services tailored for individuals aged 50 and above. From retirement planning to comprehensive investment management, our experienced team is here to guide you every step of the way.

Looking for Guidance? Schedule a 15-Minute Discovery Call

Discover the single most important shift you need to make before you retire...

Download your FREE Retirement Guidebook™: Understanding The Retirement Shift today!

By: Chris Merchant, CFP® 

Related Posts

Ensuring a Safe and Fall-Free Retirement

Ensuring a Safe and Fall-Free Retirement

Fall Prevention: A Critical Aspect of Post-Retirement Health ManagementBy Chris Merchant, CFP®Many of you who are reading this may be more familiar with discussing financial risks with me rather than health risks. However, it is important to recognize that a secure...

read more
What Investors Need to Know About FDIC and SIPC

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...

read more
New Home Office | Winchester, VA

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...

read more
We believe retirement should free you. It all starts with a plan.

Have Questions? Schedule 15-Minute Discovery Call