At Winter & Associates, our principles have helped us endure through four generations of trustworthy financial professionals and become one of the oldest financial firms in the Upper Midwest. In the office, we help our clients build foundations for financial success. Outside the office, we help strengthen our communities through philanthropic work and practical retirement education. This is how we maintain our legacy.
Winter & Associates was founded in 1908 with a focus on family and building community. Our team is proud to carry on that legacy to this day through volunteering and making impactful contributions to the communities in which we live and work. By supporting causes such as the American Cancer Society, Second Harvest Heartland, Jeremiah Program, and Children’s Minnesota, we’re able to strengthen our local fabric while exploring our team’s skills in new and meaningful ways.
Every person on our team works to better the communities we call home. From education and child welfare, to combating hunger and disease, we take pride in advocating for important issues and doing our part. Because when our clients and community members are happy and prosperous, so are we. Click here to learn more about the organizations we support.
YOUR FAMILY LEGACY IS OUR FAMILY BUSINESS
At Winter & Associates, our purpose is to understand your financial needs and goals and help to assess your risk tolerance. Book a meeting with a financial advisor today, and we’ll get to work defining an approach that fits your unique situation. Our clients benefit not only from our team’s collective decades of experience, but also from our network of trusted professionals with expansive resources. Let’s get to work on your financial goals! Contact us today to get started.