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Connect with one of our trusted Financial Advisors in the Cape Coral area. We are here to be a partner with you on your financial journey and help you make well-informed, important life decisions related to your wealth. Please contact our Bonita Springs, FL advisory team if we can be of service.
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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.
My family & I have been using Beacon Pointe Advisors for over 20 years. At a young age, I would tag along with my grandmother to her meetings with Marc & Gregory. I distinctly remember their kindness and personalized attention they provided her. They truly listen and take the time to help you reach your goals. Investments and planning could be intimidating and overwhelming. When my grandmother passed Greg went above and beyond to assist me in getting her financials organized. I cannot thank him enough for guiding me during such a difficult time. I highly recommend Beacon Pointe Advisors; with their expertise they have helped my family invest, plan our retirement strategy, manage assets and build financial growth.
This staff is very professional. They listen to you and treat you as if you are their only customer. I have dealt with Jim now for a few years and I’m very relaxed that they are working in my best interest.
Started with them several years ago and couldn’t be happier. Greg set me up and my expectations have been more than exceeded. They’re always available for questions and peace of mind.
Greg and Mark have helped me throughout the years managing my money and making sure it’s in the best positions possible for top growth. I mainly deal with Greg now and he is top notch! Highly educated and great customer service. Gets back to me promptly. Only having my best interest at the top of his list when manging my money. I 100% recommend this company. They don’t treat me like just another customer, they treat you like family. Thanks to all of you at Beacon Pointe. Keep it up!
I have worked with the advisors of Beacon Pointe in Sarasota for over 20 years. I absolutely love everyone associated with this office! I can look forward to retirement due to their great money management skills and an individualized plan that fits my needs. Huge shout out to Jim Cooper for his attentive management of my portfolio, and to everyone in the office for keeping the standard of money management high and serving the clientele with INTEGRITY.
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.
My family & I have been using Beacon Pointe Advisors for over 20 years. At a young age, I would tag along with my grandmother to her meetings with Marc & Gregory. I distinctly remember their kindness and personalized attention they provided her. They truly listen and take the time to help you reach your goals. Investments and planning could be intimidating and overwhelming. When my grandmother passed Greg went above and beyond to assist me in getting her financials organized. I cannot thank him enough for guiding me during such a difficult time. I highly recommend Beacon Pointe Advisors; with their expertise they have helped my family invest, plan our retirement strategy, manage assets and build financial growth.
This staff is very professional. They listen to you and treat you as if you are their only customer. I have dealt with Jim now for a few years and I’m very relaxed that they are working in my best interest.
Started with them several years ago and couldn’t be happier. Greg set me up and my expectations have been more than exceeded. They’re always available for questions and peace of mind.
Greg and Mark have helped me throughout the years managing my money and making sure it’s in the best positions possible for top growth. I mainly deal with Greg now and he is top notch! Highly educated and great customer service. Gets back to me promptly. Only having my best interest at the top of his list when manging my money. I 100% recommend this company. They don’t treat me like just another customer, they treat you like family. Thanks to all of you at Beacon Pointe. Keep it up!
I have worked with the advisors of Beacon Pointe in Sarasota for over 20 years. I absolutely love everyone associated with this office! I can look forward to retirement due to their great money management skills and an individualized plan that fits my needs. Huge shout out to Jim Cooper for his attentive management of my portfolio, and to everyone in the office for keeping the standard of money management high and serving the clientele with INTEGRITY.
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.
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.
