WHO WE ARE

Winfield Associates, Inc. is an independently owned investment management and private wealth advisory firm with an experienced, stable investment team. Our engagements are fee-only, and our advice is customized to meet your goals. We serve clients nationwide and continue to grow through client referrals and market gains.

WHAT'S NEW

• Winfield Quarterly Newsletter

• In the News

• Letter From Our President

• 10th Anniversary Party

WHAT WE DO

• Customized Investment Portfolios

• Private Wealth Advisory Services

WHEN TO WORK WITH WINFIELD

• Private Individual Investors

• Endowments and Foundations

• Business Owners

• Business Professionals

• Retirees