Raymond James

The Winfield Group is a financial services firm based in Scottsdale, AZ, offering a comprehensive range of wealth management solutions, including tax reduction strategies, asset protection, wealth transfer, and asset management. With a team of experienced professionals, The Winfield Group is dedicated to helping individuals and businesses achieve their financial goals, providing personalized advice and strategies tailored to each client's unique needs and objectives.Generated from the website

Integrate the financial world into your own personal and work world and build a portfolio that matches your long term priorities and lifestyle. This is true for individuals, families, and corporations.

For 40 years, Mercer Advisors has called Arizona home. Most of our Scottsdale advisors were born and raised here, and love providing our clients a local office feel — with the resources of a national firm. Deep experience with: Medical professionals, entrepreneurs, tech leaders, real estate professionals, and engineers. Specialized solutions include: Real estate wealth, multi-generational succession planning, concentrated stock positions, divorce, and other life transitions. We're proud that nearly half of our client-facing team firm-wide are women.