SUPPORTIVE FINANCIAL PLANNING after the loss of a spouse

The passing of your spouse may be the most profound and emotionally tumultuous event you’ve ever experienced. The first thing to understand is: You’re not alone.

We’re committed to helping you navigate the challenges and overwhelming feelings with a carefully curated, step-by-step process that moves at your pace. By working closely with other professional advisors in your life – attorneys, accountants and more – we’ll help you establish a financial plan that can help meet your needs and help you feel a sense of confidence during a difficult time.

Services include:

  • Wealth & Investment Management
  • Retirement Plans
  • Cash Management
  • Banking & Lending Solutions1
  • Insurance & Annuities2
  • Estate Planning
  • Risk Management

Building Legacies one life at a time

Coquina Private Wealth Advisors

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.