Plan your Financial Freedom

Welcome to Van Winkle Wealth Management Group, LLC, a financial advisory firm located in Newark, Ohio. We specialize in comprehensive financial planning for individuals, families, businesses and nonprofit organizations. Our mission is to help clients define achievable goals and to partner with them to realize these objectives. We encourage clients to reach for their dreams. Our personalized and attentive guidance and coordination of procedural issues involving such areas as investments, estate planning, long term care, and asset protection are the hallmark of our services.

We feel strongly about working with clients in a comprehensive manner. We also feel it is shortsighted to make recommendations without full awareness of all assets and risks associated with a client's financial situation. Our financial planning can lead you to long-term investment strategies and diversified portfolio design to help realize your desired future.

Our Mission is to provide personal, caring and knowledgeable advice to help you clarify goals and realize dreams. We'll sit down with you and really get to know who you are and where you want to be. Together we'll go over your current and long-term financial needs. That way, we can help you create a realistic, personalized investment strategy. We view each of our relationships in the context of a process that evolves over time. If your financial situation changes, we will always be ready to adjust your portfolio. Our primary commitment is your long-term financial success.

At Van Winkle Wealth Management Group, our solutions will be cutting-edge and state of the art. You will find that our recommendations will be within the guidelines of the legal and accounting practices.

We work with people of all ages and all walks of life. You receive personal attention, whether you are building assets for the future or seeking to protect, enjoy and pass on those assets you already have. Van Winkle Wealth Management group is ready to help with sound, professional advice.

Our services include making an assessment of your entire portfolio and managing accounts for growth, income or a combination of both.

Our Services to help you reach your goals include:

* A second opinion on current financial investments
* Advice on employee stock options
* Analysis of insurance needs
* Asset and investment management
* Cash-flow expense planning
* College funding strategies
* Estate planning
* Long-range and life-style planning
* Lump-sum distribution advice
* Retirement planning