Comprehensive Advice & Services
Our Wealth Management model focuses on providing advanced Retirement Planning. We work with individuals nationwide from our hometown office in Winchester, Virginia.
We provide the following services:
- Retirement Income Strategies
- Financial Planning for Retirement
- Investment Management for Retirement
- Tax Planning
- Insurance/Risk Management
- Estate Planning Guidance
- Behavioral Financial Coaching
- Social Security Planning
Like a prism, Hunt Country Wealth Management combines and focuses the strengths of Investment Management, Advanced Financial Planning for Retirement, Tax Guidance and Estate Planning to help you make better financial decisions and the best use of your resources.
Most of our clients might not initially call what they want “Wealth Management.” They’re looking for help addressing specific financial challenges beyond managing their investments. We call that Wealth Management.
Wealth Management distinguishes itself from other financial service models by offering an approach that considers your goals from multiple perspectives and gives you full access to a broad range of services to help you make better financial decisions. As the industry’s highest level of service, Wealth Managers generally focus on complex financial issues and specialized expertise. Favoring consultative, goals-based strategy over one-sided, product-based solutions, this type of planning is highly-collaborative and specifically tailored to the clients’ needs.
The Wealth Management firms of the past were often founded to offer advanced planning strategies to high-net-worth individuals. Today’s Wealth Management firms have evolved to offer solutions for a broad array of niche-specific needs that vary from firm to firm.
At Hunt Country Wealth Management, our area of expertise and specialization is in Retirement Income Planning. We focus on the direct needs of modern retirees and offer advanced planning strategies that structure wealth for the intent of creating a reliable income in retirement.
“Seeing the actual numbers makes me feel more confident.”
“I need a plan so that I can have the security to do fun things like travel…”
“I want someone to tell us if are on the right track.”
“I like knowing the plan of attack.”
“Are our investments where they need to be? And, if not where should they be?”
“We just need answers and the breathing room to know that retirement is in the works.”
We believe retirement should free you. It all starts with a plan.
Have Questions? Schedule 15-Minute Discovery Call™