Van Winkle Wealth Management Group LLC

The firm provides investment advisory and financial planning services primarily to individual clients and also serves pension and profit‑sharing plan sponsors and participants. Its offerings include discretionary asset management, retirement‑plan participant advisement, variable annuity/variable life sub‑account management, written financial plans, and referrals to third‑party money managers.

Portfolios are tailored to clients’ stated objectives and risk tolerances using model portfolios (growth, moderate, conservative) and a mix of fundamental and technical analysis, with regular monitoring and the ability to impose client restrictions. The brochure notes the firm may construct concentrated sector positions and, in limited situations, recommend inverse or leveraged ETFs for short‑term, tactical uses, emphasizing these as higher‑risk tools intended for sophisticated or active strategies.

Compared with peers, the firm manages an unusually large number of client relationships relative to its advisor count — roughly 400 clients and about $114 million in assets — a dynamic the firm acknowledges may make model‑based or standardized management more likely. The brochure also discloses arrangements that distinguish the firm from many peers, including referral/solicitor relationships with third‑party managers and personnel who act in separate capacities as a registered representative and insurance agent, which create potential conflicts of interest clients should consider.