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
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Customized Investment Portfolios
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Private Wealth Advisory Services
WHEN TO WORK
WITH WINFIELD
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Private Individual Investors
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Endowments and Foundations
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Business Owners
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Business Professionals
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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