Hunt Country Wealth Management is an independent financial services firm that offers retirement; estate planning; investment management; and insurance/risk management advice to clients throughout Northern Virginia, Hunt Country, and the Shenandoah Valley. Whether you are at the height of your career, or nearing and/or settled into retirement, we’d like to help you feel confident about your short and long-term financial decisions.
Although a large percentage of our clients are thinking ahead for retirement or looking for comprehensive investment plans, Hunt Country Wealth Management doesn’t believe in “one size fits all” financial strategies. We will put your best interests first as we work with you to create a customized strategy to address your specific challenge and help you pursue your goals. And once we’ve agreed on an approach and setup your account, we will monitor your portfolio continuously and get together to review your plan quarterly or annually (based on your goals).
Please explore our services tabs for educational and first step information pertaining to your interests. Please visit our contact us page with any questions or to schedule a no-obligation consultation with Christopher Merchant and meet the rest of the Hunt Country Wealth Management team.
Securities America and its advisors do not provide tax advice. Please consult with your tax professional regarding your individual tax situation.