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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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Interpreting the Dow 50,000
2/12/2026
The Dow Jones Industrial Average closed above 50,000 points for the first time, but what does the milestone mean, and does it signal time for investors to reduce exposure?
Markets & Investing
Stay safe from Medicare scams
Four red flags to watch for
Retirement & Longevity
Read
Read
When the unexpected hits, liquidity matters
How securities-based lending can help you in the face of disaster.
Business Ownership
Investing in artificial intelligence
Considering the potential benefits and risks of the latest tech revolution.
Technology & Innovation
Social media tips to boost your brand
Proven ways to make your business stand out online.
Business Ownership
Read
Your career, your legacy
5 ideas to help you build a meaningful professional legacy.
Family & Lifestyle
Read
Should I stay or should I go? Deciding to rebuild or relocate after disaster
2/3/2026

If your home was substantially damaged in a natural disaster, would you rebuild or relocate? Explore the factors that will influence your decision.

Family & Lifestyle
Read
Shared goals and growth
Joint brokerage accounts offer a collaborative approach to investing.
Markets & Investing
Navigating employer retirement plans through career transitions
Know the ins and outs when making a career move.
Family & Lifestyle
Strategic giving
Choosing the right charitable vehicle for your business.
Business Ownership
January review: Markets push past geopolitics
2/2/2026
Despite pockets of volatility to start the year, equity markets finished higher in January.
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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