Bautis Financial – Secure your Castle, Achieve your Dreams.

Secure Your Castle,

Achieve Your Dreams

Wealth Management Redefined

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.

The Retirement Fitness Challenge

Do you want to become financially fit enough to live the retirement of your dreams? Whether you want to cruise your way around the world, play the earth’s greatest golf courses, or spend every second you can with your grandchildren, you’re about to make that possible by taking The Retirement Fitness Challenge.

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Remove the Guesswork

We use cutting edge technology that identifies your acceptable levels of risk and reward. Using this tool, we ensure that your portfolio defines your investment goals and expectations.

Together we can take the guesswork out of your financial future.

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Let's Get Started

We believe that client interests always come first. That's why we seek to establish a personal connection with each and every one of our clients. We offer a complimentary "Get Acquainted" call to learn about your financial situation and see if our services are right for you.

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Latest Podcasts

Agent of Wealth Podcast – Episode 17

Episode 17 – Budgeting to Make Your Money Work for You — With Judy Lawrence Have you prepared a budget that you stick to regularly? Wondering why you should? In this episode of Agent of Wealth Podcast, Marc Bautis is joined by Judy Lawrence, a personal finance counselor, speaker on money management, and author of […]

Agent of Wealth Podcast – Episode 16

May 1, 2019 By Marc

Episode 16 – What Issues Should I Consider Before I Retire? – Part 2 Perhaps you feel emotionally ready to retire, but are you financially ready? Stop the Google search and discover which financial issues to consider before you retire. In the final episode of this two-part series, Marc Bautis covers action items to take […]

Agent of Wealth Podcast – Episode 15

Episode 15 – What Should I Consider Before I Retire? Making the transition to retirement can be stressful unless you’re fully prepared for the financial, mental, and emotional changes that go with it. In this episode of Agent of Wealth Podcast, Marc Bautis gives you an exclusive walk-through of his retirement preparation checklist and offers […]