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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
  • Georgetown, TX-79P04
    202 Bobbys Cv Georgetown, TX 78633-1937 T: 512.887.0559
    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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Financial resolutions for 2025
Start the new year right by reviewing and revamping your financial plan.
Retirement & Longevity
Future-focused communication can help your heirs flourish
Set your loved ones up for success with honest dialogue and a thoughtfully crafted planning framework.
Estate & Giving
Read
Read
Future-focused communication can help your heirs flourish
Set your loved ones up for success with honest dialogue and a thoughtfully crafted planning framework.
Estate & Giving
As the tax law sunset nears, review savvy gifting solutions
Things to know before estate tax laws sunset in 2025.
Estate & Giving
How to project confidence at your next public speaking gig
With these seven moves and a little practice, you’ll come across as cool, calm and collected.
Technology & Innovation
Read
Recruit and retain your staff with equity compensation
Equity compensation has proven to be an important consideration for employees—which makes it important to employers as well.
Business Ownership
Read
Setting 2023 goals for your business? Consider these ideas
From engaging in strategic partnerships to securing flexible liquidity, there are plenty of options to thoughtfully boost your business in the new year.
Business Ownership
Read
Take inspiration from retirement lifestyles around the world
Hardly universal, retirement is colored by cultural expectations worldwide.
Retirement & Longevity
Lessons learned: The value of the exit interview
How to learn from attrition and emerge stronger.
Business Ownership
Expand your entrepreneurial reach with a new business
Whether it’s to diversify your existing offerings, position your firm for future growth or amplify returns, investing in a new business can be both thrilling and complex.
Business Ownership
Should you invest in the family entrepreneur?
Considerations for navigating the tricky waters of the familial and the financial.
Business Ownership

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
  • 202 Bobbys Cv Georgetown, TX 78633-1937
  • T: 512.887.0559
  • 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.