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
Episode 72 – Business Owner Series: Maximizing the Value of Your Business Before Selling with Michelle Seiler Tucker
An expert in the business of selling businesses, Michelle Seiler Tucker shares tips for improving your company’s value through six growth strategies, all with the end game in mind: a lucrative sale.
Common Contributing Factors to Nutritional Diseases – Daily Flash Briefing
In this clip from episode 71 of The Agent of Wealth Podcast, Caryn O’Sullivan uses the symptom of fatigue as an example to explain how the integrative approach to nutrition would examine causation.
Financial Lessons We Learn From Dad — Happy Father’s Day!
In celebration of Father’s Day, we gathered three financial lessons from famous dads.