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Our Approach

The Winfield Group takes a unique style in embracing a team approach to maximize the value to the client, as all advisors are developing a robust and cohesive plan, incorporating CPAs, estate and tax attorneys, and investment strategies.

Reduce your Taxes up to 50% or More

The Winfield Group

Most high income earners still have opportunities to reduce their bills significantly, but many have not done so. The Winfield Group has been leading our clients to discover dramatic tax savings for over 25 years.

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A Unique Approach to Tax Minimization

The Winfield Group

The Winfield Group takes a unique style in embracing a team approach to maximize the value to the client, as all advisors are developing a robust and cohesive plan, incorporating CPA's, tax attorneys, and investment strategies.

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Building a Private Reserve

The Winfield Group

The affluent are able to build their own Private Reserve, apart from their public banking institution. Those seeking refuge from financial volatility, exposure, or taxation, have found that Private Reserve to be effected and targeted for their situation.

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Tax Planning Team Approach

The Winfield Group advisors work in conjunction with your CPA, or are able to make a strong recommendation for a CPA from our trusted network. Each client’s solution is unique, which is why integrating tailor-made tax strategies can be so impactful.

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
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