Invest with experienced guidance
Building Meaningful Legacies Welcome to Coquina Private Wealth
Coquina is most known for starting out as a tiny shellfish and ending up as the building material for the mightiest of forts — very similar to building wealth over one’s lifetime.
We at Coquina Private Wealth aim to build financial confidence for our clients.
To assist our clients with building their own financial fortress, we provide coordinated wealth planning, smart portfolio management, and exceptional communication.
We are dedicated to building our clients’ financial prosperity and managing ongoing risks.
We’ll learn about your needs, goals and values to start the process.
Your current financial situation will be discussed and we’ll make recommendations.
Here, we confirm our relationship and secure everyone’s commitment to your plan and to each other.
Your information and paperwork are checked to make sure everything is accurate and up to date.
Monitoring your progress is important. Regular meetings help keep things on track.
Your goals become ours
- 18501 Murdock Cir Ste 201 Port Charlotte, FL 33948-1067
- T 941.206.5120
- F 941.206.5124
- Map & Directions
- Map & Directions
- 902 Clint Moore Rd Ste 124 Boca Raton, FL 33487
- T 954.227.5511
- F 561.372.9144
- Map & Directions
- Map & Directions
- Sebring, FL 33870-3810
- T 863.658.5359
- F 877.865.6072
- Map & Directions
- Map & Directions
- 202 Bobbys Cv Georgetown, TX 78633-1937
- T 512.887.0559
- Map & Directions
- Map & Directions
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Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. Coquina Private Wealth, LLC, and Williams Financial Services, Inc., are not registered broker/dealers and are independent of Raymond James Financial Services.
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