We invite you to contact us today to schedule a complimentary telephone or teleconference meeting via Zoom or Skype. Click one of the boxes below to schedule a meeting now!

What are you doing to prepare for the next financial opportunities and how can we help?
This is a great time to educate yourself and make the next best financial decisions.
The Winfield Group has successfully assisted clients for 35 years.


We will continue scheduling meetings at our office as well as video conference and telephone calls.
Our offices are disinfected daily and a six foot distance will be observed during meetings.

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 30 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.
The Winfield Group  LLC BBB Business Review
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