Wealth Management

Bautis Financial’s in-depth, personal approach to financial advice and guidance empowers you to make smarter financial decisions and achieve your goals more confidently.

It’s about anticipating needs, mitigating risks, and eliminating distractions to keep you moving along the right path.

We take the time to genuinely understand your goals, values, and concerns; develop strategies to amplify and preserve your wealth; and then put your plan into action.

Latest Podcasts

The SECURE Act and Changes to your Retirement Plan – Episode 37

When Congress passed the SECURE Act in late December — during the busiest time of year for most people — they gave Americans only two weeks to wrap their heads around the upcoming changes. Catch up on the act’s biggest changes in this episode with Marc Bautis. Today, he discusses the SECURE Act’s most important […]

Preparing Your Business For Tax Season with Kelli Lewis – Episode 36

Many business owners are challenged with keeping up with their books during the year.  After all, most entrepreneurs started their business to drive a passion forward, not become an expert on working with Quickbooks.  As tax filing deadlines are getting closer, many small business owners are in a whirlwind trying to prepare and reconcile their […]

Direct Indexing to Achieve Tax Alpha and Efficiency – Episode 35

The vast majority of active portfolio and fund managers have trouble beating the benchmarks that their funds are compared to. Whether the challenge of picking stocks is due to broad market cycles, the growth of ETFs, or other factors, stock selection continues to have massive implications for investors’ financial health.   In this episode of the […]