Skip to content

Coquina Private Wealth Advisors

Coquina Private Wealth AdvisorsCoquina Private Wealth Advisors
  • Home
  • Our Team
    • Our Team
    • Laura L. Amendola
    • Joseph “Chip” P. Williams Jr.
    • Leah van Welie
    • Barbara Wickman
    • Shannon Sapp
    • Walter F. Mortimer
    • Justin Miller
    • Richard “Rick” Trentman
    • Tyler Amendola
    • Jill Gibbon
    • Amlen Masters
    • About Raymond James
    • Our Designations
  • About You
    • About You
    • Business Owners
    • Families & Individuals
    • Pre-Retirees
    • Retirees
    • Widows
  • Working Together
    • Working Together
    • Our Consultative Approach
    • Sophisticated Wealth Management
    • Advanced Planning
    • Our Services
      • Our Services
      • Business Planning
      • Estate, Charitable Giving & Trust
      • Financial Planning
      • Longevity Planning
      • Portfolio Management
      • Retirement Planning
      • Risk Management
  • Resources
    • Resources
    • Coquina Blogs
    • Wealthcare4Widows®
    • Wealthcare4Widows® Blog
    • Wealthcare4Widows® Worksheets
    • Client Access Videos
    • Living Your Legacy
      • Living Your Legacy
      • Career
      • Community
      • Family
    • Intergenerational Wealth Transfer
      • Intergenerational Wealth Transfer
      • Communication
      • Philanthropy
      • Taxes
      • Your team
    • WorthWhile
  • Connect
  • Client Access
    • Client Access
      • Forgot your password?
      • Enroll
      • Need Help?
      • Contact Us / FAQ
      • Privacy / Security
      • Client Resources
  • 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
Reset All Filters
Filter
  • Category
    • Business Ownership
    • Economy & Policy
    • Estate & Giving
    • Family & Lifestyle
    • Financial Planning
    • Markets & Investing
    • Retirement & Longevity
    • Tax Planning
    • Technology & Innovation
  • Topic
    • Business Owners
    • Economy
    • Education
    • Fixed Income
    • Goal Planning
    • Housing
    • Investment Strategy
    • Longevity Planning
    • Retirement Planning
    • Women
  • Media
    • Article
    • Calculator
    • Checklist
    • Commentary
    • Document
    • Infographic
    • Newsletter
    • Video
What the Federal Reserve’s rate hike means for the markets
9/18/2026
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
Trying to decipher the Federal Reserve
9/18/2026
Raymond James Chief Economist Eugenio J. Alemán discusses current economic conditions.
Economy & Policy
Read
Read
The popular rise of lifetime income on annuities
A look inside why more Americans are turning to lifetime income.
Markets & Investing
When borrowing can be a smart strategy
Borrowing can offer flexibility and align with long-term financial goals.
Markets & Investing
Your bond price changed … Did your bond?
9/14/2026
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Markets and Investing
Read
The labor market’s new math
9/11/2026
Raymond James Chief Economist Eugenio J. Alemán discusses current economic conditions.
Economy & Policy
Read
Expectations for monetary policy as Treasury yields reach multi-year highs
9/11/2026
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
Read
Grow your entrepreneurial portfolio
How to find a new business venture.
Business Ownership
Planning for the life you want in retirement
Focus on goals, not just wealth.
Retirement & Longevity
Unrealized losses
9/8/2026
Drew O’Neil discusses fixed income market conditions and offers insight for bond investors.
Markets and Investing
Let's talk China, but don't be fooled by its propaganda machine
9/4/2026
Raymond James Chief Economist Eugenio J. Alemán discusses current economic conditions.
Economy & Policy

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.


ADV 3
ADV 2A/ ADV 2B
Privacy Policy