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Welcome to Van Winkle Wealth Management Group, LLC, a financial advisory firm located in Newark, Ohio. We specialize in comprehensive financial planning strategies for individuals, families, businesses and nonprofit organizations. Our mission is to help clients define achievable goals and to partner with them to realize these goals and 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 approach can lead you to long-term investment strategies and diversified portfolio design to help realize your desired future. Please explore our web-site and let us know what you think .

"Whatever It Takes To Earn Your Trust"


 
263 Deo Drive
Newark, OH  43055
Phone 866-366-1110   Fax 866-591-6697

jmoscynski@syndicatedcapital.com

Compliance Disclosure

All written content of this site is for information purposes only. Opinions expressed herein are those solely of Van Winkle Wealth Management Group, LLC. Material presented is believed to be from reliable sources and we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual legal or tax advisor prior to implementation. The presence of this web site on the Internet shall in no direct or indirect way be construed or interpreted as a solicitation to sell or offer to sell investments advisory services to any residents of any state other than the state of Ohio or where otherwise legally permitted:   AZ, CA, CO, FL, IN, LA, NJ, OH, SC, TN, WV.  

Securities offered through Syndicated Capital, Inc. Member of FINRA/SIPC

1299 Ocean Avenue, Santa Monica, Ca 90401 USA www.syndicatedcapital.com

Explanatory brochure available upon request or at   www.sipc.org  

FINRA  at  www.finra.org

 

 

Privacy Disclaimer

At Van Winkle Wealth Management Group, LLC and its affiliated companies, our customers are the highest priority. As providers of financial products and services that involve the collection of personal and often sensitive information, protecting the confidentiality will continue to be a top priority for Van Winkle Wealth Management Group, LLC.

 

©2016 Van Winkle Wealth Management Group, LLC. All rights reserved.
Securities Offered Through Syndicated Capital, Inc. Member FINRA/SIPC