Winter & Associates is an independent financial services firm bringing life-changing guidance to generations of individuals, families and businesses in the Upper Midwest. We create long-lasting relationships through personal attention and comprehensive expertise. Our advisors tailor financial strategies to your unique outlook and ambitions, with consistent support to see them through. Founded in 1908, today Winter & Associates is a thriving female-owned business supporting clients from our offices in St. Paul’s Cathedral Hill.
Below are our core principles:
Respecting the past, embracing the future.
Our story begins in 1908 when A.O. Eliason started a family business that would endure through four generations of trustworthy advisors. Now led by Eliason’s great-granddaughter, Winter & Associates has become one of the oldest financial firms in the Upper Midwest. As the world of money gets more complex and the needs of clients evolve, we keep rising to meet their next challenge—and the next and the next. That’s our legacy.
Following up, following through.
Managing your money is a journey too important to go alone. We are your allies in this complicated part of life, at your side with answers and options in the good times and the inevitable rough spots. We genuinely care about the families we serve. We keep our promises. We follow up to make sure things go right. Our clients trust us to protect their wealth and advance their interests year after year. So they can do more and worry less.
Reliable guidance, real value.
You spend a lifetime building your wealth and family legacy. We believe you are entitled to the best advice at a reasonable cost. Our advisors go beyond the usual check-ins to give you a level of attention large firms and corporate advisors simply can’t provide. By guiding you to make informed choices and avoid wrong turns, we help you build a foundation as important as financial wealth: honest-to-goodness peace of mind.
There’s no family like yours.
For us, this business is personal. We begin by understanding what you care about: your values, your financial concerns, your big picture. Instead of off-the-shelf advice and cookie-cutter financial products, we design customized strategies that can serve your needs now and as things change. From your home to education to retirement planning to your financial legacy, we’re here to support your goals across decades and generations.
We all succeed together.
Happy, prosperous clients are only one way we measure success. As proud members of the community we call home, everyone on our team works to strengthen our local fabric through volunteering, philanthropy, and sharing expertise. We advocate for important causes in our community, from education and child welfare to protecting the environment and fighting disease. Because when everyone does better, so do we.
Our target audience: busy, successful professionals.
Working together: Individuals
Whether you’re just getting started or far along on your financial path, the first step in sound money management is clarifying your vision of the future. What are you passionate about in life? What are your hopes for the next 5, 15, or 25 years? What do you want most for yourself and your family—including what money can’t buy?
At Winter & Associates, this is the most important work we do: helping you set meaningful goals and create actionable plans to reach them. Life is always changing, so planning is a job that’s never done. By taking the time to understand what you care about, our advisors help you keep your money, your goals and your values in sync—milestone after milestone, year after year.
Our target audience tends to include those with old money but we also want to attract busy, established professionals who have been building new wealth.