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 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 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 […]