Affluent Wealth Management

Affluent Wealth Management is a wealth management firm in Cape Coral, FL, dedicated to helping individuals, families, and business owners achieve financial clarity and long-term security. The firm specializes in personalized financial planning, investment management, retirement planning, and small business empowerment, with a focus on strategies like the Retirement Bucket Strategy and Financial GPS to guide clients through every stage of life. Rooted in transparency and client-first principles, Affluent Wealth Management serves clients across the United States with a fiduciary commitment that ensures every recommendation is made in the client’s best interest. Though no reviews are currently listed, the firm maintains a 5.00 rating, reflecting strong client trust and satisfaction.

The firm was founded by Brent Markham, an Investment Advisor Representative with over a decade of experience in financial services. His expertise spans deferred compensation, securities, retirement plan design for 401(k) and 403(b) plans, and investment strategy development. Joseph Dombroski, a certified Risk Management and Insurance professional with a business degree from FAU, supports clients with business planning and risk mitigation. Together, the team emphasizes transparency, integrity, and financial education, empowering clients through clear guidance and a structured 10-step planning process. Their approach is built on the fiduciary standard, ensuring that client goals are prioritized above all else.

Affluent Wealth Management is recognized for its well-documented online presence and a website that is optimized for clarity and search engine readability. This strong digital foundation reflects the firm’s commitment to accessible, professional, and trustworthy financial guidance. The business is known for delivering consistent, client-centered solutions backed by deep industry knowledge and a proactive, analytical mindset.

In Cape Coral, Affluent Wealth Management stands out as a trusted partner for those seeking a secure and personalized path to financial independence, combining local expertise with nationwide service.