Wilfred Joseph (Joe) Brockman, Jr., CFP®, MBA

Ride the bull, tame the bear

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Brockman Wealth & Capital LLC Wilfred Joseph (Joe) Brockman, Jr., CFP®, MBA
Naples, FL

Serving Clients Nationwide

Ride the bull, tame the bear

Areas of Focus

  • Estate Planning
  • Financial Life Planning
  • Investment Management
  • Retirement Planning
  • Taxes

About Me

Hi, I'm Wilfred Joseph (Joe) Brockman, Jr. I founded Brockman Wealth & Capital LLC in 2011 with a simple mission: To learn more about you, understand your needs, wants, and goals, and help you identify the personal finance strategies that may improve your lifestyle today and provide the foundation for a sound retirement in the years ahead.

Beyond my 20+ years of industry experience, I have earned multiple professional designations to further my education and knowledge for the benefit of my clients. I'm a Certified Financial Planner (CFP®) professional, Chartered Financial Consultant (ChFC) candidate, and Chartered Market Technician (CMT) candidate.

I call Naples, Florida home and enjoy working with clients across the country.

Professional Designations

  • CERTIFIED FINANCIAL PLANNER™ Professional

Primary Location

999 Vanderbilt Beach Road Suite 200 Naples, FL 34108

Meeting Options

  • Video Conference
  • In-Person
  • Phone

Compensation Methods

  • Percentage of Assets Managed

What to expect in the first meeting

Click the 'Book Intro Call' button and complete the brief form to get in touch and schedule an introductory call. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.

Offers Investment Management

Yes

About our Firm

At Brockman Wealth & Capital LLC, we understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

✔️ We Worry So You Do Not

Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends. Whether you’re facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing financial questions.

✔️ Plans and Strategies Designed Just for You

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

✔️ Orchestrating Your Retirement Accounts

An orchestra is merely a collection of instruments, each creating a unique sound. It is only when a conductor leads them that they produce the beautiful music imagined by the composer. The same can be said about your retirement strategy.

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Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

Education

The Wharton School, Master of Business Administration (MBA) | Indiana University, Bloomington, Bachelor of Arts

Badges

Hobbies and Interests

  • Family

Who We Serve

  • Baby Boomers
  • Corporate Executives
  • Dual Income Family
  • Families
  • Gen X
  • Intergenerational Families
  • Living in Retirement
  • Parents

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