Trilogy at Lake Frederick, a 55+ Retirement Community in Washington, D.C. Area

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Thinking of retirement? Let our experience and financial guidance get you there with confidence.

As featured at the Trilogy® at Lake Frederick Homebuyer Workshops…

Hunt Country Wealth Management specializes in offering comprehensive financial guidance for retirees and pre-retirees. Let us help you establish a framework for financial security and freedom in retirement. 

We Help You Answer the following Questions regarding Retirement:

  • Do I have enough to retire comfortably?
  • Are my assets in the right places?
  • Which assets do I spend first?
  • Do I have enough retirement assets to last my lifetime?

Hunt Country Wealth Management specializes in putting clients on a glide path to their next chapter with reliable retirement income. And even if retiring looks like a stretch right now, we’re often able to create a plan for arriving at a comfortable retirement sooner than you’d thought possible.

Together, we’ll build a PROTECTED FUTURES™ retirement program for keeping the money you’ve accumulated working for decades after you’ve stopped working.
Then, we’ll help you take simple steps for achieving cherished goals and keeping expenses, taxes, healthcare costs, inflation, market uncertainty and other risks from eating away your retirement income—and the freedom of a life well lived.
Our realistic approach focuses on maintaining a steady flow of income to cover the events and expenses we’ve anticipated. With the income you need—and without worrying about market dips—you’re free to focus on realizing your cherished retirement goals.

Age 50 … 65 … 70…?
Wherever you are, a more secure retirement is within reach

Experience The Difference

Award-winning CERTIFIED FINANCIAL PLANNER™ and Behavioral Financial Advisor™ Chris Merchant has a unique ability and passion for helping others realize their potential and navigate the complexities of the investment world. Chris holds an MBA and is the founder of Hunt Country Wealth Management, an independent financial planning and investment management firm which serves individuals in the suburbs of Washington, D.C. and Virginia.

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FINRA: Check Your Broker

Women’s Choice Award® Selection criteria and disclosure may be viewed here.

Securities offered through Securities America, Inc., Member FINRA / SIPC. Advisory services offered through Securities America Advisors, Inc. Hunt Country Wealth Management and Securities America are separate entities. FINRA registered branch office: 49 S. Loudoun St. Winchester VA, 22601. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed. Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Past performance is no guarantee of future results. All guarantees are subject to the claims-paying ability of the issuing insurer.