800-543-9103

About Winfield Group

The Winfield Group, LLC is a unique strategic financial planning firm that can assist individuals toward financial freedom and continued success. Our experienced wealth advisors develop comprehensive programs designed to enhance the financial position of our clients. We strive to protect and secure our clients financial future with integrity, compassion and respect.

 

The Winfield Group specializes in Tax Reduction Strategies, Asset Protection, Wealth Transfer and
Asset Management.

 

At our firm we provide assistance in the following areas:

Multi-Asset Class Portfolio Selection and Management*

· US Equities
· Global Bonds 
· Real Estate
· International Equities
· Emerging Markets Equities
· Domestic Bonds 
· Investment Grade Life Insurance

 

Additional Planning Includes:

· ERISA and Non-ERISA Retirement Planning
· Traditional Premium Financing Strategies
· Business Succession Planning
· Group Medical Programs
· Charitable Planning

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.

http://www.finra.org/investors
http://www.sipc.org/

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