Broker Check

Meet Our Team

Contact Us
Client Centered

Our Mission

Here at Windward Wealth Advisors, it is our ongoing mission to be your dedicated partner in maximizing your potential for financial success. With proven experience in investment management and financial planning, we guide with clarity and intention. 

Our Approach

Our Approach centers on understanding your unique needs, aspirations, and values, which drive our personalized strategies. Our team of advisors offers tailored guidance aligned with your specific financial goals. 

Furthermore, our philosophy is rooted in promoting informed decisions for retirement, wealth growth, and legacy planning, ensuring that every step you take is purposeful towards your financial future. Our commitment to trust, integrity, and transparency defined the relationships we cultivate with our clients, fostering an environment of collaboration, 

Professional Guidance & Insights

Solutions Tailored to Your Financial Goals

Risk Management to Mitigate Market Volatility

Comprehensive Planning for the Future

The Windward Wealth Advisors Difference

We believe our clients should never feel overwhelmed when seeking financial advice, which is why we always make sure that you know you're our #1 priority. From our first conversation with you, our goal is to make you feel comfortable in your decision to work with us. This means talking over your current financial status, helping you determine which investment options are best for you, and checking in with you often to ensure you are still comfortable with your financial planning decisions.

Our site is filled with educational videos, articles, slideshows, and calculators designed to help you learn more. As you search our site, reach out with any questions and we'll get back to you quickly with a thoughtful answer.

Meet Our Team

Erick  Simonds

Erick B. Simonds, CRC®

Senior Investment Strategist | Managing Partner

(732) 230-6193

Lisa Sninski

Lisa Sninski

Financial Advisor | Branch Office Manager | Managing Partner

(732) 230-6191

Questions? Comments?

Thank you!