How to Use ESG Investments in Your Portfolio Do you want your investments to align with your personal values? If so, you may be interested in socially responsible investing! In this episode of Agent of Wealth Podcast, Marc Bautis explains socially responsible investing and how to use environmental, social, and governance (ESG) investments in your […]
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.
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 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.
Episode 20 – Adding Real Estate to Your Investment Strategy Should you be investing in real estate? In today’s episode, Marc Bautis breaks down what investing in real estate involves and the benefits of adding it to your investment strategy. In this episode, you will learn: The main reasons to consider incorporating real estate into […]
Episode 19 – Benefits to Knowing Your Business’s Value Now — With Guest Jason Early Do you know how much your business is worth? You deserve to know your business’s value throughout its entire lifecycle, not just when you go to exit. In this episode, Marc Bautis speaks with guest Jason Early, chief revenue officer […]