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 15

Episode 15 – What Should I Consider Before I Retire? Making the transition to retirement can be stressful unless you’re fully prepared for the financial, mental, and emotional changes that go with it. In this episode of Agent of Wealth Podcast, Marc Bautis gives you an exclusive walk-through of his retirement preparation checklist and offers […]

Agent of Wealth Podcast – Episode 14

Episode 14 – How to Get That Student Loan Paid Off — With Guest Jan Miller of Miller Student Loan Consultants You planned and saved for the cost of college, and then you spent more than you ever could have imagined. Let’s face it: Student loans are daunting, and you may need help to navigate […]

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 […]