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.

Latest Podcasts

Episode 41 – Navigating the Coronavirus Crisis

We’re in unprecedented times right now. We’ve seen the Dow Jones fluctuate 3,000 points in a day, circuit breakers were tripped 2 times in one week this month, and oil recently hit an 18 year low.  Panicked investors looking for liquidity are selling things like long-term government bonds, gold, and municipal bonds which are all […]

10 Ways to Obtain Clarity Into Your Finances – Episode 39

Having clarity into your finances helps you on your path to financial freedom and achieving your goals.  On this episode of the Agent of Wealth podcast we discuss how our app Wealth Center provides a window into your financial world where you can see information about your financial accounts, Net Worth, Investments, Goals, Spending, and […]