Invest with experienced guidance
Preserving capital and managing risk are two important objectives for investors, and in today’s global economy, they can be more challenging than ever. Over the years, I’ve had the privilege of helping clients manage the complexities of their wealth through carefully constructed portfolios and a strategic combination of traditional investment solutions and more sophisticated investment alternatives.
We can offer you an array of personalized investment services, support and guidance that can help make a positive difference as you pursue your financial goals.
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.
Your goals become ours
If you want to be happy, set a goal that commands your thoughts, liberates your energy and inspires your hopes.
Andrew Carnegie
