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.
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.