Coquina Private Wealth Advisors

Coquina Private Wealth Advisors is a Financial Planner in Port Charlotte, FL. The firm provides wealth management and financial planning services to business owners, families, individuals, pre-retirees, retirees, and widows. With more than a century of combined financial industry experience, the team addresses complexities that often accompany wealth. They work in coordination with clients’ tax, legal, and insurance professionals to cover every detail. The business holds a 5.00 rating based on customer reviews.

The approach begins with the client’s life, planning money around personal goals and needs. This intentional, goals-based planning customizes financial plans to fit individual situations. The team includes Laura L. Amendola, CFP®, Principal and CEO; Joseph “Chip” P. Williams Jr., CFP®, ChFC®, CLU®, Principal and CFO; Leah van Welie, AAMS™, FPQP®; Barbara Wickman; Shannon Sapp, CFP®, CRPC™, CPA; Walter F. Mortimer; Justin Miller; Richard “Rick” Trentman; Tyler Amendola; Jill Gibbon; and Amlen Masters. Services include WealthCore Financial Planning, insurance management, and research.

The firm holds designations such as Certified Financial Planner (CFP®), Chartered Financial Consultant (ChFC®), and Accredited Asset Management Specialist (AAMS™). These credentials reflect adherence to ethical standards and regulatory requirements. The team utilizes Raymond James for clearing and custodial services.

The 5.00 rating reflects strong customer satisfaction. The team brings cohesion to the big picture of financial life.

Coquina Private Wealth Advisors combines deep expertise with personalized guidance for Port Charlotte residents.

The firm is located on Murdock Cir in Port Charlotte, Florida, about a tenth of a mile from the Charlotte County Administration Center and a short walk from Tamiami Trail.

BizScoreAI gives the business an Authority score of 75 out of 100. This strength shows the website clearly identifies the people behind the firm. That transparency acts as a trust signal for AI assistants and search engines when they decide whom to recommend.