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.

What is Wealth Management?

You may have heard the term “Wealth Management” tossed around, but what does it actually mean? Check out this week’s video feature with Chris Merchant, CFP®

I wanted to take a moment to explain what is Wealth Management?

Most of our clients might not initially call what they want Wealth Management, but if they’re looking for help addressing specific challenges beyond just managing their investments, we call that Wealth Management.

And in my opinion, the Three Pillars of Wealth Management are investment counseling combined with some type of advanced planning that’s intended to be maintained over a long-term relationship.

Firms of the past were often founded to offer advanced planning strategies just to ultra-high net worth individuals. And I think this is where a lot of today’s Wealth Management misconceptions come from.

Today’s modern Wealth Management firms offer expertise in a broad range of different types of advanced planning categories. And no two firms are the same.

At Hunt Country Wealth Management, our area of advanced planning is retirement income planning.

 

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.

Gold Hunt Country Wealth Management Logo

Our mission is to prepare modern retirees nationwide for their journey into retirement and equip them with a plan to help them navigate the road ahead.

We believe retirement should free you — and it all starts with a plan.

Have Questions or Ready to Get Started? Schedule a 15-Minute Discovery Call™

Want to feel confident in your ability to navigate retirement and prepared to begin your journey?

Enroll in our free Retirement Basecamp™ online course today.

Related Posts

Time-Segmentation Retirement

Time-Segmentation Retirement

95% of Retirees Don't Know About This Retirement Income StrategyIn this video, Christ Merchant CFP® shares with you one of the best-kept secrets for structuring retirement income. It's called Time Segmentation. It's likely that you've never heard of this because most...

read more
Considering a Guaranteed Income Annuity?

Considering a Guaranteed Income Annuity?

Millions of Americans are looking for ways to guarantee an income during retirement and the guaranteed income annuity is one of the most popular options. But before you sign up, it's important to understand the potential risks involved. Join Chris  Merchant, CFP® as...

read more
What Modern Retirees Need to Know

What Modern Retirees Need to Know

The System Failed to Tell You This About Retirement... Most people think that their retirement income is all taken care of when they reach 65. But what if I told you that the system has failed to tell you about a very important detail? In this video, I'll reveal the...

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

Have Questions? Schedule 15-Minute Discovery Call™