Bautis Financial – Secure your Castle, Achieve your Dreams.

Secure Your Castle,

Achieve Your Dreams

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.

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.

Learn How

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.

Get Started

Latest Podcasts

Episode 56 – How Will the Election Impact Your Portfolio?

Episode 56: How Will the Election Impact Your Portfolio? 2020 has certainly been a whirlwind of a year…between a national pandemic, a possible vaccine, and the beginning of school, this fall brings a presidential election. On today’s show, Marc and John discuss the different possible outcomes of the election and how each one can affect […]

Episode 55 – Protecting Your Assests With a Long-Term Care Plan with Raymond Lavine

September 10, 2020 By Marc

If you are someone who has not thought about their long-term career plan, you are not in the minority. Several individuals avoid planning for extended care because it can be a difficult and daunting task. However, whether it be for you or a loved one, organizing steps for long-term care is critical to address in […]

Episode 54 – Financial Planning After a Job Loss

The stock and real estate market are at highs, but millions of people are still unemployed and out of work.. On this episode, Marc welcomes back John Williams, who is a wealth advisor at Bautis Financial, back to the show. Marc and John talk about how to financially plan after recently losing a job. In […]