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.

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 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 41 – Navigating the Coronavirus Crisis

We’re in unprecedented times right now. We’ve seen the Dow Jones fluctuate 3,000 points in a day, circuit breakers were tripped 2 times in one week this month, and oil recently hit an 18 year low. Panicked investors looking for liquidity are selling things like long-term government bonds, gold, and municipal bonds which are all […]

Episode 40 – Focus on What You Can Control – 6 Strategies to Take Advantage of the Current Environment

March 16, 2020 By Marc

The markets and economy were off to a strong start in 2020 building on the impressive returns of 2019. In late February we saw a complete reversal and panic set in as the coronavirus spread outside of China. In this episode of the Agent of Wealth Podcast we are going to discuss why instead of […]

10 Ways to Obtain Clarity Into Your Finances – Episode 39

Having clarity into your finances helps you on your path to financial freedom and achieving your goals. On this episode of the Agent of Wealth podcast we discuss how our app Wealth Center provides a window into your financial world where you can see information about your financial accounts, Net Worth, Investments, Goals, Spending, and […]