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.

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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 62 – The Year in Review and a Look Ahead

Should I time the market? Is Bitcoin the next big thing? Am I missing out if I don’t purchase Tesla? Will Biden’s administration impact my taxes? What does the future of the economy look like? In this episode of The Agent of Wealth Podcast, Marc Bautis does a 2020 recap and looks ahead to help […]

Clear a Path Podcast – Episode 2

February 4, 2021 By Marc

In this Episode of the Clear a Path Podcast we sit down with Eric Zaltas, Co-Owner of Pivot Nutrition. Eric and his partner obtained the rights to PowerBar sports nutrition in the US and “re” launched the brand with a focus that is inline with the brands roots. The pandemic hits months after the launch […]

Episode 61 – What to Do if You Get a Tax Notice From the IRS With Allan Rolnick

What should you do if you get a letter or notice from the IRS? Don’t ignore it. In this episode of The Agent of Wealth Podcast, Marc Bautis meets with Allan Rolnick to discuss the ins and outs of an IRS notice. Allan explains the various causes that lead to a letter showing up at […]