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.
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.
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.
Latest Posts
President Biden Addresses New COVID-19 Variant “Omicron” – Daily Flash Briefing
The new COVID-19 variant Omicron “is a cause for concern, not a cause for panic” says President Joe Biden.
What is The Federal Reserve System?
Jerome Powell was renominated to be the Chair of the Federal Reserve. But what is the Fed, and what does it do?
Understanding the Concept of Becoming Your Own Banker – Daily Flash Briefing
“Become your own banker” — what does that mean? In this clip from episode 86 of The Agent of Wealth Podcast, guest Anthony Faso explains what infinite banking is not…