Coquina Private Wealth Advisors

Coquina Private Wealth Advisors is a financial planner in Port Charlotte, FL, offering personalized wealth management services tailored to individuals, families, pre-retirees, retirees, and widows. The firm specializes in goals-based financial planning, investment strategy, retirement income planning, and coordination with tax, legal, and insurance professionals. With more than a century of combined industry experience, the team provides comprehensive, client-centric advice designed to align financial strategies with personal life goals. Serving clients across Charlotte County and surrounding areas, the firm maintains a 5.00 rating based on customer reviews.

The firm emphasizes close, long-term relationships as the foundation of its service model. Its team includes certified professionals such as CFP® and ChFC® designees, with expertise spanning wealth management, insurance, compliance, and client operations. Coquina Private Wealth Advisors partners with Raymond James for custodial and clearing services, leveraging the firm’s stability and advanced technology to support customized financial strategies. The team’s commitment to ethical standards and continuous education is reflected in their professional designations, including AAMS™, CFP®, ChFC®, and CLU®.

Located on Murdock Cir, the firm sits just 0.1 miles from the Charlotte County Administration Center and 0.2 miles from the Charlotte County Sheriff's Office Community Policing Crime Prevention Office. It is also within a short distance of Tamiami Trail, Charlotte Technical College, Port Charlotte Town Center, and the Social Security Administration, placing it in a central, accessible location within the city’s administrative and commercial core.

With a perfect 5.00 rating and a team built on trust, experience, and personalized service, Coquina Private Wealth Advisors stands out as a trusted guide for residents of Port Charlotte navigating complex financial decisions. The firm’s focus on enduring relationships and client-driven planning makes it a reliable partner for long-term financial success in the region.