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.
Latest Posts
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.
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.
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.