With a foothold in Virginia’s Hunt Country, a portion of our business focuses on the unique needs of high net-worth individuals and the complexities of their financial situations. Our comprehensive advice integrates, but is not limited to, Tax Planning & Optimization, Business Advisory & Succession Planning, Philanthropic Advisory, Estate Planning and Wealth Transfer. We serve as a partner, advocate and advisor and when needed we work with your team of chosen professionals (CPAs, Lawyers) to help you seamlessly achieve your objectives.
Our clients are entrepreneurs, executives, teachers, doctors, craftsman and everything in between. They generally have a moderate-to-conservative risk tolerance and $1,000,000+ in investable assets. We have a successful history of helping these clients with such issues as diversifying from concentrated stock holdings or privately-held assets, capital gains planning, investing family foundations and endowments and investment for retirement.
We believe in proactive communication and focus on timely response to your needs. You can customize your experience with us and select the correspondence schedule that works best for you. Our service levels are clearly outlined and our Investment Philosophy & Process are crafted from years of industry experience and education. We manage all Investment Portfolios in-house and never outsource to 3rd party money managers, offering you more transparency in how your portfolios are constructed, enhanced control and a clear articulation of recommendations. We do not strive to be everything to everyone, nor do we aspire to grow our firm further than serving a select group of individuals who want and need high-quality financial services in a family and client-focused atmosphere.
Learn more about Our Story and The Hunt Country Wealth Management Difference here.