Bautis Financial – Secure your Castle, Achieve your Dreams.

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.

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

Episode 53 – How to Make Better Financial Decisions by Focusing on Your Emotions with Anne Beaulieu

Episode 53: How to Make Better Financial Decisions by Focusing on Your Emotions with Anne Beaulieu When it comes to money, we always think about the numbers. However, the decisions that we make financially stems from our emotions. In fact, we make all of our decisions emotionally first. On this episode, Marc talks to Anne […]

Episode 52 – Living the Retirement of your Dreams with Fritz Gilbert of The Retirement Manifesto

July 1, 2020 By Marc

What better way to learn about retirement than someone who meticulously prepared for it. On this episode we talk with Fritz Gilbert, who chronicled his own retirement every week for the past five years. Fritz is the founder of the blog The Retirement Manifesto and the author of Keys to a Successful Retirement: Staying Happy, […]

Episode 51 – From Corporate America to Reinventing the Shirt Industry with Matt Hornbuckle

The sizes small, medium, and large only fit 15% of men properly in terms of clothing. Stantt is a business that has created over 99 different shirt sizes to actually fit to ensure confidence and comfort. On this episode, Marc Bautis talks to Co-Founder and Co-CEO of Stantt. Marc and Matt talk about how Matt […]