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820 Turnpike Street, Suite 103, North Andover, MA 01845

978-689-6997
JBritton@askcwm.com
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Meet Your Coastal Wealth Management Team

Helping North Shore families make confident retirement, investment, and tax planning decisions through education, transparency, and long-term relationships.

Joy Baron

Joy A. Baron, LUTCF

Partner

978-689-6975

978-616-7853

Jonathan Britton

Jonathan W. Britton, CFP®

Partner

978-689-6997

978-616-7853

Paul Greeke

Paul F. Greeke, CFP®

Partner

978-689-6932

978-616-7853

Ann Gordon

Ann Gordon

Advisor Assistant

978-689-6913

978-616-7853

Financial Planning Built Around Relationships

At our firm, we have the client—and only the client—in mind.

At Coastal Wealth Management, we believe financial planning is about more than investments. It's about helping people make confident decisions through every stage of life.

Whether you're preparing for retirement, navigating a major life transition, managing a business, or simply looking for a trusted second opinion, our goal is to help simplify the financial decisions that matter most.

We take an educational approach to planning because we believe informed clients make better decisions. Our role is to provide guidance, answer questions, and help you build a strategy that aligns with your goals and values.

Proudly Serving Families Across the North Shore

Coastal Wealth Management works with individuals, families, retirees, and business owners throughout North Andover, Beverly, Danvers, Lynnfield, Wakefield, Andover, Boxford, and surrounding Massachusetts communities.

Looking for a Financial Advisor You Can Grow With?

Looking for a Financial Advisor You Can Grow With?

Choosing a financial advisor is one of the most important financial decisions you'll make. We'd welcome the opportunity to learn more about your goals, answer your questions, and determine whether we're the right fit for your family.