Newark, Ohio
See what your portfolio is missing.
Run your portfolio through our Four Quadrant System™ — a clear, four-part look at stability, income, growth and opportunity.
Every dollar has a job. We make sure each job is covered.
The Four Quadrant System™ sorts every holding into one of four roles, so nothing in your portfolio is working by accident — and nothing important is missing.
Core Stability
Protect principal and steady the portfolio through every market.
Income Engine
Dependable cash flow — the paycheck that keeps retirement running.
Growth
Outpace inflation and build wealth you'll pass on.
Speculative
A small slice for opportunity — one that can never sink the boat.
What’s missing? When we run a portfolio through the Four Quadrant System™, gaps show up fast: too much in one quadrant, an empty Income Engine, or growth that isn’t keeping pace.
From what you need each month to what your money can do.
We start with the monthly income your lifestyle requires, then map every dollar of your portfolio to where it has to come from — closing the gap without touching what you can’t afford to lose.
Hypothetical monthly bridge
Illustrative figures only, not a projection of any client’s results.
A hypothetical retired couple, $1,000,000 portfolio
Allocation
How we build it
- 1Gather everything
- 2Run it through the Four Quadrant System™
- 3Build the Income & Growth Bridge
- 4Review performance & costs
- 5Deliver a written plan and keep watch
Hypothetical example. The allocation shown is illustrative and does not represent any actual client’s portfolio or a specific recommendation. Investing involves risk, including possible loss of principal.
People you can sit across from.
Brian "Rip" Van Winkle
CEO & CIO
An Ohio State graduate, Rip began his career at Bank One (later JPMorgan Chase), then served as Vice President and Financial Advisor with McDonald Financial Group, a KeyBank subsidiary. He founded Van Winkle Wealth Management Group, now an independent SEC-registered investment adviser serving families, business owners and nonprofits.
Valerie Van Winkle
Chief of Compliance
Valerie keeps daily operations running — handling client work, scheduling and paperwork with care. She brings experience from medical and real estate backgrounds, studied at Franklin University, and holds a real estate license through Hondros College.
Start your Four Quadrant™ Review
Cape Coral at Tarpon Landings
By appointment.
Newark, Ohio
263 Deo Dr, Newark, OH 43055