Bautis Financial – Secure your Castle, Achieve your Dreams.

Secure Your Castle,

Achieve Your Dreams

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.

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 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.

Get Started

Latest Podcasts

How to Start Decluttering Your Home – With Maria Diaz – Episode 30

It’s easy for people to become overwhelmed with clutter. Things pile up and become a burden to deal with. But when you have specific guidance, decluttering — and even just starting the process — becomes much easier. In this episode, Marc Bautis welcomes guest Maria Diaz, owner and founder of Order & Ease, to discuss […]

Tax Planning: Not Just a Year-End Event — With Kenneth Lam, CPA – Episode 29

November 18, 2019 By Marc

With the end of the year fast approaching, you might be starting to think about your tax situation. But as you will soon find out, it’s best to do tax planning year-round. In this episode, Marc Bautis welcomes guest Kenneth Lam, the CPA, CEO, and founder of CPA Tax & Financial Planning, to discuss ways […]

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 […]