Terms and Conditions
Important information about the content on this site.
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.
SEC Registration
Van Winkle Wealth Management Group, LLC is an SEC-registered investment adviser. Registration does not imply a certain level of skill or training. Form ADV Part 2 and Form CRS are available upon request or at adviserinfo.sec.gov.
Custody
Charles Schwab & Co., Inc. is custodian and is not affiliated with your Independent Investment Advisor.
Investment and Insurance Products: Not a Deposit | Not FDIC Insured | Not Insured By Any Federal Government Agency | No Bank Guarantee | May Lose Value.
Hypothetical Examples
All content is for informational purposes only and is not individualized advice. Hypothetical examples are illustrative and do not reflect actual client results. Investing involves risk, including possible loss of principal.
SMS / Text Messaging Terms
By providing your mobile number and consenting through our contact forms, you agree to receive SMS/text messages from Van Winkle Wealth Management Group, LLC at the number provided. Message and data rates may apply. Message frequency varies. You may opt out at any time by replying STOP to any message, or request help by replying HELP. You may also contact us by phone at (866) 366-1110 or email at info@vanwinklewealth.com. Your consent to receive SMS messages is not a condition of any purchase or service, and you may withdraw it at any time. We do not share your mobile information with any third party for marketing purposes.
Trademarks
Four Quadrant System™, Four Quadrant™ and Four Quadrant Portfolio™ are trademarks of Van Winkle Wealth Management Group, LLC.
No Investment Advice
The information on this site is provided for general informational purposes only and is not a solicitation to buy or sell securities or to provide specific investment, tax, or legal advice. You should consult with a qualified professional before making any financial decisions.
Contact Us
If you have any questions about these terms and conditions, 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/.
Van Winkle Wealth Management Group, LLC is an SEC-registered investment adviser. Registration does not imply a certain level of skill or training. These terms and conditions are provided for informational purposes only and do not constitute individualized advice.