The Winfield Group

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

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

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
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.

A Unique Approach to Tax Minimization
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.

Our Process
Building a Private Reserve
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.

Building a Private Reserve
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.