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.