Skip to content
Coquina Private Wealth Advisors
Menu
Home
Our Team
Our Team
Laura L. Amendola
Joseph “Chip” P. Williams Jr
Leah van Welie
Barbara Wickman
Shannon Sapp
Julie Beard
Walter F. Mortimer
Justin Miller
Richard “Rick” Trentman
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
Login Name
Password
LOGIN
Remember Me
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
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
Map and Directions
Map and Directions
Reset All Filters
Filter
Category
Retirement & Longevity
Topic
Longevity Planning
Retirement Planning
Media
Article
Infographic
Video
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...
Read
Family & Lifestyle
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 ...
Read
Markets & Investing
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 ...
Read
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...
Read
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...
Read
Markets & Investing
What to do after the loss of a loved one
Losing a loved one can be overwhelming and emotionally draining. And in the wake of that loss, money may be the las...
Read
Family & Lifestyle
Trusts: vehicles to carry out your legacy
A trust can be a highly useful estate planning vehicle, designed to help you to preserve the wealth you’ve worked d...
Read
Estate & Giving
Five essential estate planning documents
Estate planning is about crafting a legacy that reflects your values and your life's journey. While a will is often...
Read
Estate & Giving
Investing: getting started
Investing is an exciting prospect. It’s the opportunity to grow your hard-earned dollars and provide a nest egg for...
Read
Markets & Investing
Financial planning: the big picture
Throughout your lifetime, you’ll reach key milestones such as buying a new home, having a family, building a busine...
Read
Retirement & Longevity
Building an emergency fund
A financial setback can be devastating. But building an emergency fund – a cash reserve – can help protect you in t...
Read
Retirement & Longevity
Load more
Load more