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
Public vs. Private Universities: A Financial Guide for Families
The college with the lower tuition isn’t necessarily the one that will cost less. Financial aid, scholarships, housing, transportation and even how long it takes to graduate can all change the total cost of a degree. Before choosing between a public or private university, take a closer look at the full picture.
Monthly Market Wrap: September 2026
In September, markets were mixed, with the Nasdaq and technology sector posting gains while most major indexes and sectors declined. Inflation remained elevated, the Federal Reserve raised interest rates, mortgage rates climbed, and Treasury yields moved sharply higher across the curve.
Market Recap Week of 9/28/2026 to 10/2/2026
The S&P 500 slipped 0.3% last week as broad declines in health care and financials outweighed gains in technology and energy. A much weaker-than-expected September jobs report helped lift expectations for a potential rate cut.