Bautis Financial is a wealth management firm based in Montclair, New Jersey. We protect and enhance the wealth of affluent families. It is our mission to provide affluent families with comfort and peace of mind so they can focus their energies on what matters most to them: their families, their businesses and careers and the charitable causes they pursue with passion.

Our wealth management approach combines exceptional customer service with proven investment strategies for an even better tomorrow. We take the time to understand your plan and value the relationship we form together. Within our partnership, we welcome you to ask questions, discuss changes of course and to monitor the progress of your portfolio at any time.

Latest Podcasts

Agent of Wealth Podcast – Episode 5

#5 – Your 2018 Year-End Financial Checklist: Part 3  It’s time for part three of Marc Bautis’ financial planning series! Today, Marc details how you can plan for major life transitions, like selling a home or adopting a child. In this episode, you’ll learn: How to determine if downsizing will actually save you money […]

Agent of Wealth Podcast – Episode 4

#4 – Your 2018 Year-End Financial Checklist: Part 2 Marc Bautis is back to share his year-end checklist with you! In part two, Marc tells you everything you need to know about making retirement plan contributions before 2019 rolls in.   Here’s what you will learn about in this episode: The benefit of making contributions […]

Agent of Wealth Podcast – Episode 3

#3 – Your 2018 Year-End Financial Checklist: Part 1 Do you wait until April to look over your finances? If so, you’re not alone; most people wait until spring to do a review. But there are financial matters that need to be taken care of by December 31st. Today, Marc Bautis is kicking off a […]