>> Watch this video to explore the inspiration behind our work as told by firm founder Chris Merchant, CFP®. Get a glimpse of what it’s like to be part of our client family and discover the freedom we want each of our clients to experience.
The decisions you make about retirement will shape the rest of your life.
At Hunt Country Wealth Management, we have a straightforward goal:
We want to help YOU experience the freedom and independence that come from having a well-planned retirement.
Achieving this may seem simple. However, to be a reliable resource, this goal requires specialized dedication, knowledge, and commitment.
This is why we specialize in retirement income planning. We prioritize our retirement planning services and work exclusively with individuals in their 50s, 60s, 70s, and beyond.
Experience The Difference
Hunt Country Wealth Management was founded by a husband-and-wife team.
We operate as an independent family-operated fiduciary firm and specialize in retirement income planning. Our niche knowledge in retirement income planning is a key factor in creating the ultimate retirement plan experience.
The Wealth Management model we offer fuses classic finance, investment management, insurance, tax, and estate planning principles with those of 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.
Clients access a proven retirement planning process called, The Sovereign Series™ Retirement Plan.
Firm Leadership
A Neighborly Connection, A National Impact
Situated in Winchester, Virginia, we are proud to be one of the few local fiduciary retirement income specialists. Moreover, it is a great privilege for us to make an even larger impact by serving as one of only a handful of advisors nationwide who specialize in helping pre-retirees access the advanced retirement income planning strategy called Time-Segmentation.
Retirement is a huge milestone, and our ultimate goal is to provide you with the confidence, knowledge, and financial control needed to enjoy this stage of life. To this end, we regularly partner with an array of outside experts such as estate-planning lawyers, tax advisors, business attorneys, 401(k) administrators, REALTORS®, and Social Security and Medicare authorities — just to cite a few! With our wide network of trusted professional contacts, rest assured we can offer support at every step of this journey.
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
Meet Huntly, The Hunt Country Hound
Our dog mascot Huntly is an animal renowned for his loyalty and devotion. Always there, always committed, he’s a companion and a timeless symbol of play and leisure…always reminding you of the importance of enjoying life.
Likewise, Hunt Country Wealth Management is an energetic partner always striving to inspire people to “live free” and enjoy the independence a well-planned retirement can bring. We want our partnership to bring confidence and stability to your life so you can dedicate time each day to the activities and people that bring you fulfillment.
Huntly affectionately received his name as a tribute to the region of Virginia’s Hunt Country where we were founded. It was here within the rolling hills, horse farms, and picturesque villages that the core of our brand identity was founded.
We believe retirement should free you. It all starts with a plan.
Have Questions? Schedule 15-Minute Discovery Call™