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.