Boca Raton, FL Office

Coquina Private Wealth LLC provides investment management and comprehensive financial planning to individuals, high‑net‑worth clients, charitable organizations, and businesses. The firm’s services include continuous, tailored portfolio management, retirement plan consulting, and broad financial planning work covering business planning, estate planning, insurance review, and tax‑related planning.

The firm implements client‑specific investment policies and asset allocation targets on a discretionary basis, using both fundamental and technical analysis and employing sub‑advisers where appropriate. Coquina monitors sub‑advisers’ holdings, concentrations, and compliance as part of its due diligence and may engage managed programs through third‑party sponsors to deliver investment management.

Compared with many peers, Coquina maintains five or more offices and has multiple ancillary business relationships that it discloses as potential conflicts of interest, including associates who provide tax preparation services in their individual capacities and a service‑fee arrangement with Mutual Securities, Inc. for administrative support of certain variable annuity contracts; the firm states policies and fiduciary procedures intended to identify and mitigate these conflicts.