The Road to Retirement Starts Here...
At Hunt Country Wealth Management our mission is to prepare modern retirees nationwide for their journey into retirement and equip them with a plan to help them navigate the road ahead. Our proven processes combine our specialized expertise with real-world experience to provide you a guide for making better decisions, achieving better outcomes and making best use of your financial resources.
We believe retirement should free you--and it all starts with a plan.
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The Sovereign Series™ Retirement Plan is our signature retirement planning service that will show you how to retire. Powered by The Prepared Retiree Method™, 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 help you produce a reliable income. Gain clarity of direction and a stable foundation to experience the freedom of a well-planned retirement.
Guided Investing™ is our comprehensive investment management service. It was designed to help you create a master plan for your financial resources 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.
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.
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Retirement Planning Books
Come visit us at our new Winchester, VA location at 49 South Loudoun Street. Old Town Walking Mall. To get to our office please GPS (22 Wolfe Street Winchester, VA). This will lead you to the Winchester Parking Authority Hable Parking Lot. When visiting please...
Hunt Country Wealth Management is excited to sponsor the Official Shenandoah Apple Blossom’s Oldie’s Rock ‘n’ Roll Dance on Saturday, May 1st, 2021.Presented by Hunt Country Wealth Management and Coventry Group Community Management. Take a road trip…A Rock ‘n’ Roll...
Retirement Planning Advice Nationwide
Proudly Serving Washington, D.C. Metro Region: Middleburg’s Hunt Country, Northern Virginia and the Shenandoah Valley. In-Office and Virtual Consultation.
Schedule 15-Minute Discovery Call™