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 57 – Improving Your Credit Score with Nikole Vialet

Improving someone’s credit can be a daunting yet fulfilling process. There are many things that can be done to make improvements but the barrage of information makes it hard for credit seekers to understand what truly will be the best moves for their unique situation. In this episode, Victoria Finlay and John Williams sit down […]

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 […]