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Our Service Offerings

As you prepare for retirement, we can help you bring all the pieces of your financial life together.

Our different approach leads to a different retirement. 

Hunt Country Wealth Management is an independent financial planning and investment management fiduciary that specializes in preparing modern pre-retirees for retirement.  

The Wealth Management model we offer fuses classic finance, investment management, insurance, tax, and estate planning principles with those from behavioral finance in order to give you access to the best suite of retirement resources aimed to help YOU make better financial decisions and the most of your retirement resources.

Our signature service is a retirement planning process called, The Sovereign Series™ Retirement Plan.

We work with individuals nationwide from our hometown office in Winchester, Virginia. 

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.

Wealth Management

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.

Our Services

 

The Sovereign Series™ Retirement Plan is our signature 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 produce reliable income. Gain clarity of direction and a stable foundation to experience the freedom of a well-planned retirement. 

This service was designed for those who want to...

  • Feel confident and prepared for retirement
  • Know the amount/regularity of income your resources can produce 
  • Have control over your financial future and clarity of direction. 

Guided Investing™ is our comprehensive investment management service. It was designed to help you create a master plan for your finances 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.

This service was designed for those who want to...

  • Feel more confident in their investment decisions 
  • Design a strategy to reach planned financial milestones such as retirement 
  • Collaborate with an professional to manage risk and monitor performance

The 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.

This service was designed for those who want to...

  • Feel confident and prepared for retirement
  • Know the amount/regularity of income your resources can produce 
  • Feel supported and reinforced working with a Retirement Income Professional

“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™