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
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
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