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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
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The risk inverse: Why – despite what you might think – more money means more planning
You might assume that risk goes down as wealth goes up. Logically, having the means should mean less danger, more confidence, fewer worries. But risk likes to do the last thing you expect.
Family & Lifestyle
The 21st century social connection paradox
Good or bad? With social media, it’s all about how you use it.
Technology & Innovation
Read
Read
Four priceless money lessons for kids
Financial literacy is a gift that lasts a lifetime.
Family & Lifestyle
Infographic: Money and marriage
Review these nine steps to help you build a confident and joyful financial life as you embark on this new chapter.
Family & Lifestyle
Foster financial literacy and family values
The two go hand in hand when preparing your heirs.
Family & Lifestyle
Read
How investments are taxed
You’ve built a nest egg, watched your investments grow, and now you’re planning to use your savings. But before you...
Family & Lifestyle
Read
Investing strategy: six principles to guide you
If you’re relatively new to investing, it can be confusing to consider all the investment options available – from ...
Markets & Investing
Read
Three ways to fund a Roth IRA
A robust retirement plan features multiple saving tactics that seamlessly work together to help you reach your goal...
Markets & Investing
401(k) plans: the basics
If your retirement is well down the road, you may be tempted to put off saving for something that seems far away. B...
Markets & Investing
401(k) plans: the basics
If your retirement is well down the road, you may be tempted to put off saving for something that seems far away. B...
Markets & Investing
Securities-based lending helps ease financing luxuries
When buying luxuries, your portfolio can be powerful collateral.
Family & Lifestyle

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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