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Windward Wealth AdvisorsFinancial advisor in Holiday City-Berkeley, NJ

Windward Wealth Advisors is a financial advisor at 522 Brick Blvd Ste 203-2, Brick Township, NJ 08723, ranked #12 of 119 financial advisors in Holiday City-Berkeley and rated 5.0 from 12 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Holiday City-Berkeley, NJUpdated 0 paid placements in any rankingHow we rank

Call (732) 230-6191Website ↗

Key facts

Key facts about Windward Wealth Advisors
Address522 Brick Blvd Ste 203-2, Brick Township, NJ 08723, Holiday City-Berkeley, NJGet directions
Phone(732) 230-6191
Websitewindwardwealthadvisors.com
HoursMonday to Friday: 8 AM – 5 PM
Google rating5.0 from 12 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves Holiday City-Berkeley and 11 towns within 25 miles: Point Pleasant, Lakewood, Toms River, Beachwood, Bayville, Asbury Park, West Freehold, Freehold, Eatontown, Tinton Falls and Marlboro.

Based in Holiday City-Berkeley, NJView on map

Opening hours

Opening hours for Windward Wealth Advisors
DayHours
Monday8 AM – 5 PM
Tuesday8 AM – 5 PM
Wednesday8 AM – 5 PM
Thursday8 AM – 5 PM
Friday8 AM – 5 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Windward Wealth Advisors

How is Windward Wealth Advisors ranked in Holiday City-Berkeley?

Windward Wealth Advisors is ranked #12 of 119 financial advisors in Holiday City-Berkeley by RFA Score, with 70 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are Windward Wealth Advisors’ hours?

Windward Wealth Advisors is open Monday to Friday. Its listed hours are Monday to Friday, 8 AM – 5 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Windward Wealth Advisors serve?

Serves Holiday City-Berkeley and 11 towns within 25 miles: Point Pleasant, Lakewood, Toms River, Beachwood, Bayville, Asbury Park, West Freehold, Freehold, Eatontown, Tinton Falls and Marlboro. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Windward Wealth Advisors?

Windward Wealth Advisors has a rating of 5.0 from 12 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Windward Wealth Advisors?

Call Windward Wealth Advisors on (732) 230-6191. The business is at 522 Brick Blvd Ste 203-2, Brick Township, NJ 08723, Holiday City-Berkeley, NJ. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

Windward Wealth Advisors compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Windward Wealth Advisors (this business)—705.0 (12)NoNo
Tax Wealth & Financial Services#10715.0 (49)YesNo5.5 mi
Tekeno Financial#11715.0 (22)NoNo4.7 mi
Legacy Wealth Advisors - Financial Planning#13705.0 (88)YesYes20.3 mi

See all 119 ranked financial advisors in Holiday City-Berkeley