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Bautis Financial

Bautis Financial

Secure your Castle, Achieve your Dreams.

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    • Agent of Wealth
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    • Retirees and Pre-Retirees
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Secure Your Castle,

Achieve Your Dreams

Discover How


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.

Learn How

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.

Learn How

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.

Get Started

What is your Risk Number?

Find Out

Latest Posts

Dog Walking Side Hustle

44% of Americans Report Having a Side Hustle Amid Inflation

If you have (or are thinking of getting) a side hustle, you’re not alone. But these side hustle statistics — including the average income they generate — may surprise you.

Read more44% of Americans Report Having a Side Hustle Amid Inflation
Stock Market Recap

Market Recap Week of 3/20/2023 Through 3/24/2023

Last week, the S&P 500 index rose 1.4% as comments from the Federal Reserve’s Federal Open Market Committee sparked hopes for a slower pace of rate increases.

Read moreMarket Recap Week of 3/20/2023 Through 3/24/2023
How to Teach Your Children to Invest Like a Honeybee With Henry Svec

Episode 148 – How to Teach Your Children to Invest Like a Honeybee With Henry Svec

Henry Svec, a long-time investor turned bee-keeper, was inspired to write a children’s book based off of the similarities he saw between honeybees and essential investing principles. Tune in to see how this unique correlation can spark conversations with you and your children or grandchildren.

Read moreEpisode 148 – How to Teach Your Children to Invest Like a Honeybee With Henry Svec

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Contact

Bautis Financial
7 North Mountain Ave
Montclair, NJ 07042
Get directions
862-205-5800
Contact

Navigation

  • Schedule a Call
  • Podcasts
    • Agent of Wealth
    • Clear a Path
  • About
    • Our Approach
    • Our Team
    • Our Difference
  • Who We Work With
    • Individuals and Families
    • Small Business Owners
    • Retirees and Pre-Retirees
    • 401k Plan Sponsors
  • Insights
    • Blog
    • Business Valuation Advisor
    • College Planning Hub
    • Discover How
    • Learning Center
    • Risk Score
  • Client Access
    • Wealth Center
    • Orion

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