Welcome to Hunt Country Wealth Management
At Hunt Country Wealth Management, we recognize that the decisions you make in your 50s and beyond will shape the rest of your life.
This is a pivotal moment in your financial journey, and our mission is to guide you through it. We are committed to helping you confidently achieve your financial goals. Our services are designed to help you chart a course towards a well-planned future.
<< Watch our introductory video as our founder, Chris Merchant, CFP®, provides a glimpse into our world and vision. Delve into our client-family culture and discover the empowering sense of freedom we strive to help our clients achieve. Press play now!
Experience The Difference
We began with a shared vision, as a husband and wife team aimed to empower individuals in navigating the complexities of retirement planning with confidence.
Our approach combines traditional financial principles with the invaluable insights of behavioral finance. By integrating investment management, insurance, tax, and estate planning strategies, our Wealth Management model offers comprehensive and well-rounded advice. We aim to assist you in building a strong and reliable financial future of your own.
Firm Leadership
The team at Hunt Country Wealth Management is led by Chris Merchant, CFP®, who has over 20 years of experience in the financial services industry. He is joined in leadership by his wife, Heather Merchant, who oversees the firm’s operations and outreach. Together, they bring a wealth of knowledge and expertise to help guide you toward your retirement goals.
A Neighborly Connection, A National Impact
Located in Winchester, Virginia, we take pride in being among the few local fiduciary retirement income professionals. We also consider it a privilege to have a broader impact by being one of only a handful of advisors nationwide who specialize in helping pre-retirees utilize the advanced retirement income planning strategy known as “Time-Segmentation.”
As you enter your 50s and beyond, our goal is to provide you with the tools to make informed financial decisions. We collaborate with experts in estate planning, taxes, business law, 401(k) administration, REALTORS®, and Social Security and Medicare to support you every step of the way.
Our 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.
Looking for better control over your investment strategy? Align your investment portfolios with your goals using our exclusive Guided Investing™ service. Our comprehensive investment management helps you create a strategic plan, with tailored strategies to optimize and preserve your resources. It starts by identifying your goals and can be personalized for retirement, wealth building, risk management, or multiple objectives. Feel supported and empowered as you make progress towards your financial milestones.
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 a professional to manage risk and monitor performance.
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.
Our Values & The Hunt Country Hound
Our values at Hunt Country Wealth Management are centered around integrity, loyalty, and devotion, which are embodied by our beloved logo and mascot, Huntly the Hound.
Huntly symbolizes loyalty, commitment, and embracing life’s joys. Our partnership empowers you to prioritize fulfilling activities and meaningful connections. The name “Huntly” pays homage to Virginia’s Hunt Country, where our journey started, surrounded by picturesque landscapes and equestrian culture.
We believe retirement should free you. It all starts with a plan.
Have Questions? Schedule 15-Minute Discovery Call