Bautis Financial – Secure your Castle, Achieve your Dreams.

Secure Your Castle,

Achieve Your Dreams

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.

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

Agent of Wealth Podcast – Episode 8

#8 – This is How Successful People Achieve Big Goals A lot of people want to achieve big goals, like starting a business, losing weight, investing in a real estate project—or all of the above. But many people don’t achieve their biggest goals. Why is that? In this episode, Marc Bautis shares what successful people […]

Agent of Wealth Podcast – Episode 7

December 13, 2018 By Marc

#7 – Breaking Down the Current State of the Economy For the past few years, investors have experienced mostly smooth sailing conditions in the stock market. However, the markets have become rockier since October, prompting investors to wonder what actions they should be taking. Today, Marc Bautis dives into the current state of the economy, […]

Agent of Wealth Podcast – Episode 6

#6 – Your 2018 Year-End Financial Checklist: Part 4 How often do you reassess your tax planning or insurance policies? In the fourth and final part of Marc Bautis’ mini-series on year-end financial planning, Marc shares several ways you can reassess your taxes and insurance to maximize your financial potential. How the new tax laws […]