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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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What to do after a loved one passes away
Take action during an overwhelming time with this quick guide.
Family & Lifestyle
Navigating pressure as a young millionaire
When success opens doors, it’s savvy decisions that can keep them open.
Business Ownership
Read
Read
2026 economic outlook
1/12/2026
Raymond James Chief Economist Eugenio J. Alemán evaluates economic conditions heading into 2026.
Economy & Policy
Portfolio balance
1/12/2026
Drew O’Neil discusses fixed income market conditions and offers insight for bond investors.
Markets and Investing
Dynamics to watch for 4Q25 earnings season
1/9/2026
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
Read
Drive with caution, low visibility ahead (and behind)
1/9/2026
Raymond James Chief Economist Eugenio J. Alemán discusses current economic conditions.
Economy & Policy
Read
Where should you retire?
Hint: It’s about more than the weather and scenery.
Retirement & Longevity
Read
2026 investing outlook
1/6/2026
Raymond James Chief Investment Officer Larry Adam identifies 10 themes for the markets and economy.
Markets & Investing
Webinar replay: Ten themes for 2026
1/5/2026
Chief Investment Officer Larry Adam provides timely market and economic commentary and analysis.
Markets & Investing
Start the new year with a long-term benefit
1/5/2026
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Markets and Investing
S&P 500 tallies double-digit gains in 2025
1/5/2026
The S&P 500 tallied double-digit gains for the third consecutive year and hit 38 new record highs in 2025.
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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