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.

Latest Podcasts

Agent of Wealth Podcast – Episode 13

Episode 13 – 10 Cyber Security Threats and How to Combat Them As technology continues to advance, cyber security is becoming an increasingly necessary topic of conversation. In this episode, Marc and John from Bautis Financial share 10 of the most common cyber security threats for individuals’ and small business’ finances, and how to combat […]

Agent of Wealth Podcast – Episode 12

Episode 12 – Cutting College Costs — With Guest John Williams You’ve spent your life saving for your child’s education, and now the time has come for those savings to be used. In this episode of the Agent of Wealth Podcast, Marc Bautis sits down with college planning expert John Williams to discuss how you […]

Agent of Wealth Podcast – Episode 11

Episode 11 – Financial Workshops Part 2: Planning for College Even the least financially savvy people know that saving for college is a lengthy but important process. If you’re not sure where to begin, let Marc Bautis and his colleague John Williams be your guides. In part two of the workshop series, Marc and John […]