Hunt Country Wealth Management

At Hunt Country Wealth Management, we are dedicated to providing personalized financial services tailored for individuals aged 50 and above. Our team of experienced professionals understands the unique financial challenges and opportunities that arise during this stage of life, and we are committed to helping you confidently achieve your financial goals.

Our Mission

Our mission is to provide comprehensive financial guidance and investment management services that cater to the distinct needs of individuals in their 50s and beyond. We strive to empower our clients with the knowledge and confidence they need to make informed financial decisions, ensuring a secure and comfortable retirement.

Our Services

We offer a range of services designed to help you navigate the complexities of retirement planning and investment management. Our Retirement Audit is a quick and comprehensive review of your current financial situation, providing valuable insights and recommendations to help you prepare for retirement. Our Sovereign Series Retirement Plan is a personalized, in-depth financial plan that provides a roadmap to transition into retirement with confidence.

In addition to our retirement planning services, we also offer Guided Investing, a comprehensive investment management approach that helps you create a strategic plan tailored to your unique goals and objectives. Our Hunt Country Hourly Planning service provides financial advice on an hourly basis, without minimum asset or income requirements, offering you the flexibility and convenience you need to address your financial concerns.

Our Approach

Our team takes a fiduciary approach to financial planning, combining traditional financial principles with the insights of behavioral finance. We believe that every individual has unique financial goals and objectives, and we are committed to providing personalized advice and guidance to help you achieve them. Our comprehensive approach considers all aspects of your financial situation, including retirement planning, investment management, tax, and estate planning strategies.

Why Choose Us

At Hunt Country Wealth Management, we are dedicated to providing exceptional service and personalized attention to each of our clients. Our team is committed to helping you achieve your financial goals, and we are proud to offer a range of services designed to meet your unique needs. Whether you are nearing retirement or in the prime of your career, we are here to guide you every step of the way.