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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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Understanding long-term care
Long-term care planning isn’t just about money; it’s about preserving your quality of life.
Family & Lifestyle
Understanding the difference between long-term care and long-term disability
A person turning 65 today has a nearly 70%1 chance of needing some type of long-term care in their retirement years.
Retirement & Longevity
Read
Read
How AR is impacting business
The technology is fast rising in popularity and the possibilities are almost limitless.
Technology & Innovation
Should you franchise your business?
Learn what makes a good franchisor and how to get started.
Business Ownership
Annuities for investing and risk management
Annuities are multifaceted, sophisticated tools that can serve goals beyond income generation, the role for which they are best known.
Retirement & Longevity
Read
5 considerations for your Social Security strategy
Optimizing your Social Security benefits is an important step in preparing for retirement.
Retirement & Longevity

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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