Bonita Springs, FL

9240 Bonita Beach Road, Suite 2211
Bonita Springs, FL 34135
(239) 676-5676
info@beaconpointe.com

Contact This Office
Contact This Office

9240 Bonita Beach Road, Suite 2211
Bonita Springs, FL 34135

(239) 676-5676

Financial Planner in Bonita Springs, FL

At Beacon Pointe, our team of wealth advisors in Bonita Springs, FL is committed to guiding individuals, families, and professionals through the intricacies of full-service financial planning and research-driven investments. As one of the largest Registered Investment Advisor (RIA) firms in the nation, our holistic allWEALTH® approach ensures that we address every facet of your financial well-being.

In alignment with our fiduciary responsibility, we are focused on creating a fully integrated wealth plan through our comprehensive in-house wealth management services, including financial planning, retirement planning, estate planning, strategic tax planning, investment management, healthcare planning, asset protection, family office services, retirement plan services, and outsourced CIO services. As a Beacon Pointe client, we endeavor to provide you with the peace of mind that your unique life and legacy goals are in good hands. Connect with our team to explore how our services can be tailored to fit your specific needs and ambitions.

Connect with one of our trusted Financial Advisors in Bonita Springs, FL.

We are here to be a partner with you on your personal wealth journey.  Please contact us if we can be of service.

Meet the Bonita Springs Financial Advisor Team

Filter By

Marc S. Wolff

Partner, Managing Director

Marc Wolff is a partner and the Managing Director of the Beacon Pointe Sarasota and Bonita Springs, Florida offices and is responsible for working with clients to meet their investment and income objectives by providing clients with comprehensive financial guidance coupled with the highest level of service. Prior to joining Beacon Pointe, Marc founded Southern Trust Financial Planning, which merged with Beacon Pointe in 2021. Marc leverages over three decades of experience in investment services to craft custom solutions built on sound investment principles and detailed research and analysis. Marc has been awarded the Five Star Wealth Manager award. Marc earned his Bachelor of Science degree in Business Administration from the University of Florida where he specialized in Finance, graduating with highest honors and a 4.0 grade point average. Outside the office Marc has traveled around the world with the Global Volunteers organization helping in third world countries. In 2010 he founded the Lou Komarov Memorial Scholarship, which awards qualifying high school seniors a 4-year university scholarship. Marc is an accomplished marathon runner, and enjoys spending time with his wife, Rechelle, and is a proud father to their four children Alexandria (Allie), Joshua, Maddison and Questin.

Mark Generales

Relationship Manager

Mark Generales is a Relationship Manager in the Beacon Pointe Bonita Springs, Florida office and is responsible for partnering with the firm’s investment and wealth management teams to provide an elevated service experience for clients. Mark began his career in his native La Jolla, CA with EFHutton and Co. During his 40 year career, Mark helped introduce and manage major programs and departments for leading brokerage firms in the U.S. and Canada. This included introducing the first separate account management programs, overseeing retirement accounts and ERISA programs, mutual funds, annuities and insurance. Mark’s broad background allows him to assist his individual clients with their growth and retirement plans. Outside of the office, Mark spent eight years as an elected County Councilman and chaired his county’s Finance Committee throughout that time. An avid boater now residing in Florida, Mark and his wife Debbie have three daughters, Olivia, Alexandra and Christina.

Meet the Bonita Springs Financial Advisor Team

Filter By

Marc S. Wolff

Partner, Managing Director

Marc Wolff is a partner and the Managing Director of the Beacon Pointe Sarasota and Bonita Springs, Florida offices and is responsible for working with clients to meet their investment and income objectives by providing clients with comprehensive financial guidance coupled with the highest level of service. Prior to joining Beacon Pointe, Marc founded Southern Trust Financial Planning, which merged with Beacon Pointe in 2021. Marc leverages over three decades of experience in investment services to craft custom solutions built on sound investment principles and detailed research and analysis. Marc has been awarded the Five Star Wealth Manager award. Marc earned his Bachelor of Science degree in Business Administration from the University of Florida where he specialized in Finance, graduating with highest honors and a 4.0 grade point average. Outside the office Marc has traveled around the world with the Global Volunteers organization helping in third world countries. In 2010 he founded the Lou Komarov Memorial Scholarship, which awards qualifying high school seniors a 4-year university scholarship. Marc is an accomplished marathon runner, and enjoys spending time with his wife, Rechelle, and is a proud father to their four children Alexandria (Allie), Joshua, Maddison and Questin.

Mark Generales

Relationship Manager

Mark Generales is a Relationship Manager in the Beacon Pointe Bonita Springs, Florida office and is responsible for partnering with the firm’s investment and wealth management teams to provide an elevated service experience for clients. Mark began his career in his native La Jolla, CA with EFHutton and Co. During his 40 year career, Mark helped introduce and manage major programs and departments for leading brokerage firms in the U.S. and Canada. This included introducing the first separate account management programs, overseeing retirement accounts and ERISA programs, mutual funds, annuities and insurance. Mark’s broad background allows him to assist his individual clients with their growth and retirement plans. Outside of the office, Mark spent eight years as an elected County Councilman and chaired his county’s Finance Committee throughout that time. An avid boater now residing in Florida, Mark and his wife Debbie have three daughters, Olivia, Alexandra and Christina.

Meet the Bonita Springs Financial Advisor Team

Filter By

Marc S. Wolff

Partner, Managing Director

Marc Wolff is a partner and the Managing Director of the Beacon Pointe Sarasota and Bonita Springs, Florida offices and is responsible for working with clients to meet their investment and income objectives by providing clients with comprehensive financial guidance coupled with the highest level of service. Prior to joining Beacon Pointe, Marc founded Southern Trust Financial Planning, which merged with Beacon Pointe in 2021. Marc leverages over three decades of experience in investment services to craft custom solutions built on sound investment principles and detailed research and analysis. Marc has been awarded the Five Star Wealth Manager award. Marc earned his Bachelor of Science degree in Business Administration from the University of Florida where he specialized in Finance, graduating with highest honors and a 4.0 grade point average. Outside the office Marc has traveled around the world with the Global Volunteers organization helping in third world countries. In 2010 he founded the Lou Komarov Memorial Scholarship, which awards qualifying high school seniors a 4-year university scholarship. Marc is an accomplished marathon runner, and enjoys spending time with his wife, Rechelle, and is a proud father to their four children Alexandria (Allie), Joshua, Maddison and Questin.

Mark Generales

Relationship Manager

Mark Generales is a Relationship Manager in the Beacon Pointe Bonita Springs, Florida office and is responsible for partnering with the firm’s investment and wealth management teams to provide an elevated service experience for clients. Mark began his career in his native La Jolla, CA with EFHutton and Co. During his 40 year career, Mark helped introduce and manage major programs and departments for leading brokerage firms in the U.S. and Canada. This included introducing the first separate account management programs, overseeing retirement accounts and ERISA programs, mutual funds, annuities and insurance. Mark’s broad background allows him to assist his individual clients with their growth and retirement plans. Outside of the office, Mark spent eight years as an elected County Councilman and chaired his county’s Finance Committee throughout that time. An avid boater now residing in Florida, Mark and his wife Debbie have three daughters, Olivia, Alexandra and Christina.

IMPORTANT NOTICE:

You are now leaving the website of Beacon Pointe Advisors and will be entering the website for Institutional Intelligent Portfolios®, an automated investment management service made available to you exclusively through Beacon Pointe Advisors. Beacon Pointe Advisors is independent of and not owned by, affiliated with, or sponsored or supervised by Schwab. Schwab has no responsibility for the content of Beacon Pointe Advisors' website. This link to the Institutional Intelligent Portfolios website should not be considered to be either a recommendation by SPT, Schwab, or any of their affiliates, or a solicitation of any offer to purchase or sell any security.

To give you the best experience, this site may use cookies. By continuing to use this site without changing your browser settings, you consent to our use of cookies. Learn more here.
Privacy Preferences
When you visit our website, it may store information through your browser from specific services, usually in form of cookies. Here you can change your privacy preferences. Please note that blocking some types of cookies may impact your experience on our website and the services we offer.
Privacy Policy
You have read and agreed to our privacy policy
Required
Loading...