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Investment Management

A Personalized Strategy for Building & Safeguarding Your Wealth

Hunt Country Wealth Management Client Family

Confidence Through Strategic Investment Management

As you enter your 50s and beyond, securing your financial future becomes increasingly crucial. With limited time for market fluctuations to recover before retirement and other milestones, wise investing takes on even greater importance. At Hunt Country Wealth Management, we understand the unique challenges you face during this critical stage of life. Your financial landscape is evolving, demanding a strategic approach to achieve your goals and protect your assets. Our team is here to provide the guidance and support you need. Let us help you create an investment strategy that inspires confidence.

empowering your financial future

For those over 50, investing goes beyond saving money. It’s about strategically growing wealth during your prime earning years and leveraging higher income periods for future financial stability. Wise investing can combat inflation, supplement retirement income, and fund life’s adventures. With our Guided Investing™ framework, we help you maximize these years, ensuring your investments work hard alongside you.

Benefits of Guided Investing™ with Hunt Country Wealth Management: 

  • Personalized Investment Strategies: Tailor investment strategies to your unique needs and risk tolerance, aligning with specific goals. 
  • Asset Management: Optimize the performance of your overall wealth.
  • Maximize Contributions: Strategize catch-up options for retirement accounts.
  • Regular Portfolio Review and Adjustments: Regularly review and adjust your portfolio to help you reach financial milestones.
  • Adaptable Investment Plan: Enjoy an adaptable investment plan that evolves with your needs.
  • Tax Efficiency Strategies: Explore tax-efficient strategies to maximize returns and minimize tax liabilities.
  • Dedicated Support from Experienced Team: Receive personalized and dedicated support.
  • Behavioral Coaching and Education: Benefit from behavioral coaching and education to stay disciplined and confident in your investment strategy.

    Our Premier Investment Management Service

    A carefully curated framework that provides tailored financial guidance to navigate the complexities of investing after 50.

    Logo for Guided Investing™ with Compass for Direction

    Guided Investing™

    Are you seeking enhanced control over your investment strategy? Would you like to align your strategy more effectively with your goals?

    Guided Investing™ is our comprehensive investment management philosophy and framework that aims to enhance the productivity and security of your investments. Whether you’re saving for retirement, building wealth, or managing risk, our exclusive service offers a highly personalized, goal-oriented investment management approach that empowers you to make well-informed financial decisions with confidence. Let us guide you towards a brighter financial future.

    Who Can Benefit?

    • Investors who are 50 years old and above.
    • Investors who are approaching retirement age.
    • Investors who are seeking a second opinion on their current investment strategies.
    • Savers who want to optimize their resources while maintaining a balanced approach to risk.
    • Self-directed investors who are looking for professional guidance on investment strategies.
    • Individuals who desire a more personalized approach to investment management.

    Guided Investing™ Strategic Portfolio Builder graphic overview of the eight step process that includes investing, strategy and review

    Philosophy & Process

    Our investment philosophy centers around the belief that everyone’s financial journey is unique, requiring a personalized approach. Guided Investing™ helps you navigate the three essential components of becoming a skilled investor: mindset, principles, and methods. Following the Nobel Prize-winning Modern Portfolio theory, we assist in constructing a diversified portfolio optimized for risk and return. With your financial well-being as our priority, our philosophy emphasizes proactive adaptation and comprehensive education, empowering you to make informed decisions aligned with your future vision.

    Our Guided Investing™ framework has ranked as an Amazon Bestseller, in our book On Investing Well: The Elements of Good Investing 

    “On Investing Well: The Elements of Good Investing” by Chris Merchant, CFP® is an indispensable guide for those seeking to navigate the intricate world of investing. Designed to underpin the principles and methods necessary for successful investing, this book caters to both novice and experienced investors. It resonates with Chris’s philosophy of incorporating the right mindset, principles, and methods into your investment strategies.

    The book is divided into three sections, beginning with mastering the mental mindset for investing, followed by building a strong foundation based on principles and culminating in the creation of effective investment methods. Chris’s wealth of knowledge and experience are succinctly compiled in this comprehensive guide, providing readers with practical tools and insights to help them make informed investment decisions.

    Look Beyond Wall Street- Discover Our Independent Edge

    Gone are the days of relying on impersonal investment firms to achieve your goals. At Hunt Country Wealth Management, we provide personalized guidance that prioritizes you. As a boutique firm, we value our relationships and focus on your success with unbiased advice, free from conflicting incentives or obligations. Here are some of the benefits you can expect from our independent edge:

    • Tailored Solutions: Our solutions are customized to align with your unique financial goals, avoiding a one-size-fits-all approach.
    • Reduced Fees: Benefit from lower fees without compromising exceptional quality. We manage our investments internally, ensuring top-notch service and exceptional value.
    • Access to Innovative Strategies: Explore and implement customized investment strategies that perfectly suit your unique situation, offering you the flexibility you need.
    • Transparency: Stay informed with regular updates on your investments, fees, and performance. We are committed to clear and transparent communication.
    • Comprehensive Service Range: Take a holistic approach to investment management and your financial future, this service can work independently or in conjunction with our other services.
    • Personalized Attention: We devote more time and resources to each client, ensuring a personalized experience and attentive support.


      Additional Services

      Looking for retirement assistance? Look no further! At Hunt Country Wealth Management, we specialize in retirement planning. We offer two services tailored to your needs as you approach retirement. Our Retirement Audit™ is a quick way to find out if you're on track and help you prepare. The Sovereign Series™ Retirement Plan is a comprehensive in-depth financial plan that provides a roadmap to transition into retirement with confidence. Not sure which service you need? We can help with that too.

      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. 

      Are you interested in discussing a unique financial situation?  If you have any general financial or investment-related inquiries and prefer a collaborative approach to address them, we would be delighted to assist you. Our Hunt Country Hourly Planning™ service offers financial advice on an hourly basis, without minimum asset or income requirements. With tailored recommendations and insights from our experienced professionals, get answers to your questions and valuable guidance.

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

      • Gain clarity on intricate financial situations with professional guidance.
      • Make informed decisions on personal finances, investments, or estate planning.
      • Access financial advice as needed.

      Begin Your Journey Today…