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Bautis Financial

Bautis Financial

Secure your Castle, Achieve your Dreams.

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Secure Your Castle,

Achieve Your Dreams

Discover How


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.

Learn How

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 everyone. We offer a complimentary ‘Get Acquainted’ call to learn about your financial situation and see if our services are right for you.

Get Started
Find out our Risk

What is your Risk Number?

Find Out

Latest Posts

Woman small business owner smiling while signing a government contract.

Episode 157 – How to Leverage Government Contracts for Small Business Growth With Richard C. Howard

Discover strategic steps and insider tips on how to harness the power of government contracts, propelling your small business towards unprecedented growth!

Read moreEpisode 157 – How to Leverage Government Contracts for Small Business Growth With Richard C. Howard
Illustration of the stock market

Stock Market 101: From Novice to Knowledgeable

Launch your investing journey with confidence using this beginner’s guide to the stock market.

Read moreStock Market 101: From Novice to Knowledgeable
Hand on TV remote opening Netflix application on smart TV.

Netflix Password-Sharing Crackdown Begins

Executives are banking on the crackdown to boost revenue for the streaming service. estimating that 100 million households were watching Netflix through an account that wasn’t theirs last year.

Read moreNetflix Password-Sharing Crackdown Begins

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Contact

Bautis Financial
7 North Mountain Ave
Montclair, NJ 07042
Get Directions
862-205-5800

Navigation

  • Schedule a Call
  • Podcasts
    • Agent of Wealth
    • Clear a Path
  • About
    • Our Approach
    • Our Team
    • Our Difference
  • Who We Work With
    • Individuals and Families
    • Small Business Owners
    • Retirees and Pre-Retirees
    • 401k Plan Sponsors
  • Insights
    • Blog
    • Business Valuation Advisor
    • College Planning Hub
    • Discover How
    • Learning Center
    • Risk Score
  • Client Access
    • Wealth Center
    • Orion

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