Hunt Wealth Management is a wealth management firm in Concord, California. The firm provides financial guidance to individuals and families, specializing in retirement planning, cash management, education saving, and portfolio construction. Their services are designed to help clients navigate important financial decisions through cost-effective and intelligent investing.
The firm was established in 2009 by Ron and David Hunt, transitioning to a fully independent Registered Investment Advisor in 2017. The team focuses on wealth building and legacy planning, offering solutions to maximize earnings and prepare for future generations. Their expertise includes guiding parents through education savings options, such as 529 plans and custodial accounts, as well as assisting with family trusts and navigating the complexities of the financial world.
Located on Galaxy Way, the office is situated near the Concord Post Office and is a short drive from Chilpancingo Park. The business is positioned near the intersection of Burnett Avenue and Contra Costa Boulevard, just a fraction of a mile from the Senator Daniel E Boatwright Highway.
Hunt Wealth Management is recognized for its commitment to providing financial security and peace of mind to its clients. The firm's dedication to protecting and growing wealth for both lifetimes and generations beyond serves as a cornerstone of their professional practice.
Hunt Wealth Management provides dedicated financial guidance and retirement planning services to the Concord community.