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Coquina Private Wealth Advisors

Coquina Private Wealth AdvisorsCoquina Private Wealth Advisors
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  • PtCharlotte,FL-79P
    18501 Murdock Cir Ste 201 Port Charlotte, FL 33948-1067 T: 941.206.5120 F: 941.206.5124
    Map and Directions Map and Directions
  • Sebring,FL - 79P10
    659 S Commerce Ave Sebring, FL 33870-3810 T: 863.658.5359
    Map and Directions Map and Directions
  • Boca Raton, FL-79P08
    902 Clint Moore Rd Ste 124 Boca Raton, FL 33487-2846 T: 954.227.5511 F: 561.372.9144
    Map and Directions Map and Directions
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Individual bonds: Predictability in an unpredictable market
9/15/2025
Nick Goetze discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing
The Fed appears poised to restart its rate-cutting cycle
9/12/2025
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
Read
Read
FOMC preview: Tariffs begin to bite, and the labor market softens
9/12/2025
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy
The popular rise of lifetime income on annuities
A look inside why more Americans are turning to lifetime income.
Markets & Investing
Should your estate plan address addiction?
Determining how to address substance abuse and addiction among your beneficiaries can be a sensitive and difficult decision.
Estate & Giving
Watch Webinar
Webinar replay: The summer that surprised: Markets, policy and what's ahead
9/9/2025
Chief Investment Officer Larry Adam provides timely market and economic commentary and analysis.
Markets & Investing
Read
What's your return?
9/8/2025
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing
Read
Is the equity market losing steam?
9/5/2025
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
Employment disappoints in August. Will the Fed disappoint in September?
9/5/2025
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy
Infographic: 7 strategies to strengthen your 401(k)
If you’re contributing to an employer-sponsored 401(k) plan, consider taking these steps to help maximize your retirement benefits.
Retirement & Longevity
Private equity comes to residential services
A market-wide boom of private equity investment is turning small, local residential service providers into big business. From the outside, it's been easy to miss.
Markets & Investing

Building Legacies one life at a time

Coquina Private Wealth Advisors

Coquina Private Wealth AdvisorsCoquina Private Wealth Advisors
  • 18501 Murdock Cir Ste 201 Port Charlotte, FL 33948-1067
  • T: 941.206.5120
  • F: 941.206.5124
  • Map & Directions
  • Map & Directions
  • 659 S Commerce Ave Sebring, FL 33870-3810
  • T: 863.658.5359
  • Map & Directions
  • Map & Directions
  • 902 Clint Moore Rd Ste 124 Boca Raton, FL 33487-2846
  • T: 954.227.5511
  • F: 561.372.9144
  • Map & Directions
  • Map & Directions

Coquina Private Wealth LLC (“Coquina”) is registered as an investment adviser with the Securities and Exchange Commission. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by Coquina in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.

All written content on this site is for information purposes only. Opinions expressed herein are solely those of Coquina, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.


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