Financial Planners
in Bonita Springs, Florida
Based in the Cape Coral area, our team at Beacon Pointe Advisors provides comprehensive wealth planning and customized investment strategies to assist clients with making well-informed, important life decisions related to their wealth.
9240 Bonita Beach Road, Suite 2211, Bonita Springs, FL 34135
Connect with Us
Connect with One of Our Trusted Financial Planners in Bonita Springs, FL
We are committed to guiding individuals, families, and professionals through the intricacies of their financial journey.
Outstanding money management. I’ve been with them for years, and they have not steered me wrong yet. They get to know you and tailor their advice to your specific situation.
Wonderful firm! Personalized service and a real person not an answering machine. Been with Jim Cooper now for 20 plus years would not go anywhere else.
We have been clients of Beacon Pointe for several years and are very happy with their services and financial advise. Gregg and his staff are always available to answer questions and keep us informed on current market changes.
[Jim’s] advice and account management has given me the security I needed to know that my retirement was being carefully invested and constantly monitored.
We’ve worked with Jim since we were fairly young and he has made all the difference in our financial security. We highly recommend utilizing Beacon Pointe expertise to secure your future, as they have done for us.
Helped me with investments, now with retirement. Comprehensive, patient, competent.
Over the years [Jim] has shepherded my financial portfolio and counseled my financial anxieties to the point where I have seen growth to the point where I now feel I have a comfortable retirement. I recently took advantage of Beacon Pointe’s relationship with Chapter Medicare advisors. They provided the same outstanding service I have always gotten from Jim and have come to know from Beacon Pointe.
We can trust that we will be requested to meet periodically and at the meeting will have a thorough review our our investments presented in material that we can take see, understand and take home to review. We can have honest discussions so that our relationship with our expenses and finances are known and understood. If a question or situation arises between meetings, I am always certain to receive a quick and friendly response. Best of all a relationship of trust has been established, and that is the essence of what a financial team should be.
Outstanding money management. I’ve been with them for years, and they have not steered me wrong yet. They get to know you and tailor their advice to your specific situation.
Wonderful firm! Personalized service and a real person not an answering machine. Been with Jim Cooper now for 20 plus years would not go anywhere else.
We have been clients of Beacon Pointe for several years and are very happy with their services and financial advise. Gregg and his staff are always available to answer questions and keep us informed on current market changes.
[Jim’s] advice and account management has given me the security I needed to know that my retirement was being carefully invested and constantly monitored.
We’ve worked with Jim since we were fairly young and he has made all the difference in our financial security. We highly recommend utilizing Beacon Pointe expertise to secure your future, as they have done for us.
Helped me with investments, now with retirement. Comprehensive, patient, competent.
Over the years [Jim] has shepherded my financial portfolio and counseled my financial anxieties to the point where I have seen growth to the point where I now feel I have a comfortable retirement. I recently took advantage of Beacon Pointe’s relationship with Chapter Medicare advisors. They provided the same outstanding service I have always gotten from Jim and have come to know from Beacon Pointe.
We can trust that we will be requested to meet periodically and at the meeting will have a thorough review our our investments presented in material that we can take see, understand and take home to review. We can have honest discussions so that our relationship with our expenses and finances are known and understood. If a question or situation arises between meetings, I am always certain to receive a quick and friendly response. Best of all a relationship of trust has been established, and that is the essence of what a financial team should be.
Financial Advisory Services Tailored to Your Needs
Our process and attention to detail ensure your wealth plan allows you to make smart choices about your financial future through informed decisions.
Financial Planning
Our holistic allWEALTH® approach addresses all aspects of your financial well-being.
Retirement Planning
We help clients achieve their best retirement by making smart, informed choices now.
Estate Planning
We’ll help ensure you have the necessary documents in place to protect your family and legacy.
Strategic Tax Planning
Our team is well-versed at integrating tax strategies across your portfolio and financial plan.
Investment Management
We offer customized investment solutions with diverse strategies on an open platform.
Healthcare Planning
Our team can guide you in confidently planning for your future healthcare needs.
Asset Protection
Our team uses their expertise to design a protection plan for your family and assets.
Family Office Services
Our role is to help ensure that your wealth will last you and your family for generations to come.
Meet Our Bonita Springs Financial Planners & Advisors
Marc 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 Our Bonita Springs Financial Planners & Advisors
Marc 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 Our Bonita Springs Financial Planners & Advisors
Marc 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.
Connect with one of our trusted Financial Advisors in the Cape Coral area.
We are here to be a partner with you on your personal wealth journey. Please contact our Bonita Springs, FL team if we can be of service.
