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

Why Medicare Parts A and B Aren’t Enough with Victoria Finlay- Episode 28

A lot of people with Medicare wrongly believe that having only Parts A and B will be sufficient. With open enrollment period in full swing, now is the time to make adjustments to get complete coverage. In this episode, Marc Bautis welcomes returning guest Victoria Finlay to uncover why Parts A and B don’t cut […]

Changing Jobs? Don’t Forget About Your 401(k) – Episode 26

Statistics show that the average person will change jobs 11 times over the course of their life.  What happens to their 401(k)?  In this episode, Marc Bautis talks about the five 401(k) options a person has when they leave their job. It turns out that this is one of the most important retirement decisions you […]