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 everyone. We offer a complimentary ‘Get Acquainted’ call to learn about your financial situation and see if our services are right for you.
What is your Risk Number?
Latest Posts
What Comes Next After a Layoff?
A layoff can bring uncertainty – but it can also create something that’s hard to find during a busy career: time to really think about what comes next.
The Four Risks Every Retirement Plan Should Consider
A retirement plan can look solid on paper, but still face unexpected challenges. Healthcare costs can rise. You may live longer than expected. Markets can decline. And the financial decisions you make over decades can have a meaningful impact on your outcome. Retirement planning is about preparing for all four.
Market Recap Week of 9/8/2026 to 9/11/2026
The S&P 500 fell 0.8% last week as hotter-than-expected August inflation increased expectations for a Federal Reserve rate hike. Energy and communication services were the only sectors to post gains, while health care and materials led the declines.