Coastline Complete Wealth is an independent, fee-only fiduciary financial advisory firm based in Bluffton, South Carolina. Founded in 2023, the firm serves retirees and families approaching retirement across Bluffton, Hilton Head, Beaufort, Savannah, and the wider Lowcountry. Its certified financial planners focus on helping clients coordinate wealth management, retirement income, and tax strategy through clear, personalized guidance.

The firm offers comprehensive financial planning, including forward-looking tax planning, retirement income planning, and investment management. Services also include personalized Social Security timing advice and collaboration with estate attorneys to support clients’ legacy and family-planning goals. Investment portfolios are evidence-based and tailored to each client’s objectives, cash-flow needs, and risk tolerance.

Coastline Complete Wealth describes its approach as independent and transparent: it does not sell financial products, receive commissions, or use proprietary products. The firm typically works with retirees and pre-retirees who have at least $1 million in investment assets, and provides ongoing communication as clients’ needs, markets, and tax rules change. It also offers educational articles and retirement-planning resources.