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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. We serve 
clients nationwide. Our 
engagements are fee-only, and

our advice is customized to meet your goals.

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

CONTACT US
Toll Free: 888.322.2575
Local: 216.241.2575
Fax: 216.241.4774
 
HEADQUARTERS
700 West St. Clair Avenue, Suite 404
Cleveland, OH 44113