Privacy Policy

We collect information you provide directly to us, such as your name, address, telephone number, email address, date of birth, Social Security number, employment information, financial assets, income, investment objectives and risk tolerance. We may also collect information about your transactions with us, our affiliates, and other third parties, as well as information from consumer reporting agencies and other lawful sources.

We use your personal information to provide and administer the financial products and services you request, to process transactions, to respond to your inquiries, to provide you with information about our services, to comply with applicable laws and regulations, and to protect against fraud and unauthorized transactions. We do not sell your personal information to third parties.

We may share your information with our affiliated companies and with non-affiliated third parties who assist us in providing services to you, such as custodians, clearing firms, transfer agents, and other service providers. We share information only as necessary to provide the services you have requested or as permitted or required by law. We require such third parties to protect the confidentiality of your information and to use it only for the purposes for which it was shared.

We maintain physical, electronic and procedural safeguards designed to protect the confidentiality of your personal information. Access to your information is restricted to authorized employees and service providers who need it to provide products and services to you. We continually review and enhance our security measures to help keep your information safe.

You may request access to, correction of, or deletion of certain personal information we hold about you, subject to applicable law. To make such a request, or to ask questions about this policy, please contact us using the information below.

By providing your phone number and consenting through our contact forms, you agree to receive SMS/text messages from Van Winkle Wealth Management Group, LLC at the telephone number you provided. These messages may include replies to your inquiry, scheduling reminders, and other information related to your request or account. Message and data rates may apply. Message frequency varies.

Opting out: You may cancel SMS messages at any time by replying STOP to any message you receive from us. You may request assistance at any time by replying HELP. After opting out, you may still receive a final confirmation message. For support, you may also call (866) 366-1110 or email info@vanwinklewealth.com.

We do not share your mobile information with any third party for marketing purposes. Your consent to SMS messaging is not a condition of any purchase or service. You may withdraw consent at any time without affecting your relationship with the firm.

Our website and services are not directed to children under the age of 18, and we do not knowingly collect personal information from children. If you believe a child has provided us with personal information, please contact us so we can delete it.

We may update this Privacy Policy from time to time. When we do, we will revise the date at the bottom of this page. We encourage you to review this policy periodically to stay informed about how we protect your information.

If you have any questions about this Privacy Policy or our information practices, please contact Van Winkle Wealth Management Group, LLC at Cape Coral at Tarpon Landings, Florida, or Newark, Ohio. You may also reach us by phone at (866) 366-1110 or by email at info@vanwinklewealth.com. Our website is https://fourquadrantsystem.com/.