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 .
