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

Episode 62 – The Year in Review and a Look Ahead

Should I time the market? Is Bitcoin the next big thing? Am I missing out if I don’t purchase Tesla? Will Biden’s administration impact my taxes? What does the future of the economy look like? In this episode of The Agent of Wealth Podcast, Marc Bautis does a 2020 recap and looks ahead to help […]

Clear a Path Podcast – Episode 2

In this Episode of the Clear a Path Podcast we sit down with Eric Zaltas, Co-Owner of Pivot Nutrition. Eric and his partner obtained the rights to PowerBar sports nutrition in the US and “re” launched the brand with a focus that is inline with the brands roots. The pandemic hits months after the launch […]