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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

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