Our website offers general information about our services and should not be acted upon without obtaining specific advice from a qualified professional. The information provided is not intended to provide any investment, tax or legal advice; in addition, nothing on this website should be considered a solicitation for the purchase or sale of any security.



Additional information, including management fees and expenses, is provided on our Form ADV Part 2, available upon request or at the SEC’s Investment Advisor Public Disclosure site With any investment strategy, there is potential for profit as well as the possibility of loss. We do not guarantee any minimum level of investment performance or the success of any portfolio or investment strategy. All investments involve risk (the amount of which may vary significantly) and investment recommendations will not always be profitable.  Past performance is not a guarantee of future results.



We may utilize third party service providers to provide certain tools and/or programs, some of which may be housed on a third-party server or on a website which has been independently developed by others. As such, while accessing this website you may be linked to such other third-party servers. Access to other websites or use of any third-party tools or programs on this website are subject to all terms and conditions found therein.



Some of the information on this website is provided through linked websites. Links on this website are for informational purposes only. We do not endorse the content nor the products of these linked websites.



Some of the material on this website is password-protected. This area is restricted to authorized users only. The users in these password-protected areas are responsible for any use of their password and for maintaining its confidentiality.



Winter & Associates, Inc. (WAA) social media profiles are for informational purposes only, and their content is not an offer to sell nor a solicitation to buy securities. The information on social media sites should not be used in making investment, tax or legal decisions. Investors should carefully consider the investment objectives, risks, and expenses associated with any investment. Third-party posts that appear on social media sites have not been reviewed or approved by (WAA) for completeness or accuracy. Information written by third parties does not necessarily reflect the views or opinions of (WAA) or its affiliates. (WAA) and third parties acting on its behalf, reserve the right, to the extent permitted under applicable law; to process, retain and monitor all electronic communications (including personally identifiable information). By sending direct messages and/or posting comments, you consent to such processing, retention and monitoring.



Winter & Associates, Inc. is not responsible for content posted by third parties. Winter & Associates, Inc. and third parties acting on its behalf reserve the right, to the extent permitted under applicable law, to process, retain, and monitor all electronic communications (including personally identifiable information). By sending direct messages and/or posting comments, you consent to such processing, retention, and monitoring.

Comments and statements are based solely upon the opinions of Winter & Associates, Inc. on the date posted and are subject to change.


Winter & Associates, Inc. utilize cookies for various web services to enhance user experience and functionality. Our approach to cookie usage prioritizes user privacy and data protection while ensuring the smooth operation of our services.

The cookies help us understand user interactions with your websites, such as page views and session durations. It's essential to note that Winter & Associates, Inc. does not collect any personal information through this process. Furthermore, Winter & Associates, Inc. offers users the option to block non-essential cookies, including Google Analytics, through a cookie bar feature.

Additionally, Winter & Associates, Inc. utilizes essential cookies for maintaining user sessions, such as unique session IDs for user logins and platform access. These cookies are fundamental for ensuring seamless user experiences while navigating our website.

Winter & Associates, Inc. assures you that our cookie usage practices are designed to be basic and non-invasive, prioritizing user privacy and compliance with relevant regulations. If you have any further questions or concerns regarding our cookie policy, please don't hesitate to reach out. Winter & Associates, Inc. is committed to maintaining transparency and addressing any inquiries you may have.