Brandon Cox Discusses Comprehensive Wealth Management on WHHI-TV

Featured on WHHI-TV’s Talk of the Town · October 2026

What does comprehensive wealth management involve? Brandon M. Cox joins host Robyn Zimmerman to discuss how financial advice extends beyond managing an investment portfolio.

The conversation explores how retirement income, tax planning, Social Security, Medicare, estate planning coordination, and investments work together. Brandon explains why your financial plan should guide your investment decisions and how Coastline Complete Wealth approaches planning for retirees and those preparing for retirement.

Watch the interview for Brandon’s perspective on bringing these decisions together.

 
 
 
Brandon M. Cox, CFP®

Brandon founded Coastline Complete Wealth in June 2023 with a clear purpose: to serve clients better, embrace his role as a fiduciary, and remove conflicts of interest. Since beginning his career in 2010, much of it at a large national firm, he repeatedly asked himself one question—how can this be done better? CCW is the answer to that pursuit. The firm transitioned to a fully independent, SEC-registered investment adviser in December 2025.

Brandon has been recognized by Forbes as a Best-in-State Wealth Advisor* in South Carolina. He is a CERTIFIED FINANCIAL PLANNER® professional and a Certified Financial Fiduciary®. He is also a member of the National Association of Personal Financial Advisors (NAPFA) and the Fee-Only Network. Brandon is also the author of Lowcountry Retirement: A Fiduciary’s Perspective on Retirement Income, Taxes, and Financial Planning.

Learn more about Brandon.

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