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Brockman Wealth & Capital LLC
Naples, FL

Joseph Brockman

CFP®
Providing high value custom investment management and financial plans
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Meet Joseph

Experience, Education, Ethical Standards, Energy, Entirely Confidential, Expense Control

Brockman Wealth works for you to deliver investment and financial success. Wilfred Joseph (Joe) Brockman, Jr. CFP© is also both a Chartered Financial Consultant (Chfc) and a Chartered Market Technician (CMT) candidate. Joe holds an MBA from the Wharton School of the University of Pennsylvania and a BA from Indiana University.

We believe a financial plan and an investment plan are…

Experience, Education, Ethical Standards, Energy, Entirely Confidential, Expense Control

Brockman Wealth works for you to deliver investment and financial success. Wilfred Joseph (Joe) Brockman, Jr. CFP© is also both a Chartered Financial Consultant (Chfc) and a Chartered Market Technician (CMT) candidate. Joe holds an MBA from the Wharton School of the University of Pennsylvania and a BA from Indiana University.

We believe a financial plan and an investment plan are both needed (most have neither). Simple plans in action are better than complex ones on the shelf.

Never forgetting it is your money, and that your wishes and desires are paramount, we know that even small decisions can have large ramifications. We take the trust and responsibilities placed with us very
seriously, and consider it a privilege.


Services offered

Investment Management

Experience with

Small business owners
Medical professionals
Legal professionals
Business executives
Entrepreneurs
Families

Fee structure

Based on % of assets

Certifications and licenses

CFP® - CERTIFIED FINANCIAL PLANNER™

Education

MBA
Bachelors - Indiana University-Bloomington
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