Welcome to The Winfield Group
The Winfield Group, LLC is a financial advisory firm dedicated to building and protecting wealth for high net worth individuals. Our clients are successful people who have surrounded themselves with an array of smart advisors, yet have realized that through our team approach they are still able to uncover
many opportunities that may further optimize their financial planning. We focus on protecting your assets, reducing tax liabilities, and wealth transfer while carefully managing to control risk. Our primary goal is to create financially secure futures for our clients and their families.
Areas of Expertise
For over 25 years, clients have trusted the Winfield Group to tailor advanced planning strategies that may open possibilities often overlooked by single source experts.
We specialize in:
- Tax Reduction Strategies
- Asset Protection
- Wealth Transfer
- Asset Management
Meet With Us
We invite you to contact us for a complimentary initial consultation. Call us at 800.543.9103 today.
Registered Representative of and Securities Offered Through Capital Synergy Partners, Member FINRA / SIPC
4400 MacArthur Blvd. Suite 230 Newport Beach, CA 92660 949-442-7413
Stephen Clifford, The Winfield Group, LLC and Capital Synergy Partners are unaffiliated entities.