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Bautis Financial

Bautis Financial

Secure your Castle, Achieve your Dreams.

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Secure Your Castle,

Achieve Your Dreams

Discover How


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 everyone. We offer a complimentary ‘Get Acquainted’ call to learn about your financial situation and see if our services are right for you.

Get Started

What is your Risk Number?

Find Out

Latest Posts

Ex-CEO of FTX Sam Bankman-Fried

Bankrupt FTX Asks for $90 Million in Political Donations Back

Former FTX CEO Sam Bankman-Fried and FTX Digital Markets Co-CEO Ryan Salame were two of the largest political donors during the last election cycle. Now, the company’s debtors want the money back.

Read moreBankrupt FTX Asks for $90 Million in Political Donations Back
Stock Market Recap

Market Recap Week of 1/30/2023 Through 2/03/2023

The S&P 500 index rose 1.6% last week amid better-than-expected quarterly results from some companies and a slower pace of rate increases from the Federal Open Market Committee. The index is now up 7.7% for the year.

Read moreMarket Recap Week of 1/30/2023 Through 2/03/2023
The Pros and Cons of Adding Annuities to Your Portfolio

The Pros and Cons of Adding Annuities to Your Portfolio

Annuities can offer fixed income for those in retirement, but as with all investments, you should weigh the pros and cons before deciding to purchase an annuity. Here are the benefits and drawbacks of this income-generating tool.

Read moreThe Pros and Cons of Adding Annuities to Your Portfolio

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Contact

Bautis Financial
7 North Mountain Ave
Montclair, NJ 07042
Get directions
862-205-5800
Contact

Navigation

  • Schedule a Call
  • Podcasts
    • Agent of Wealth
    • Clear a Path
  • About
    • Our Approach
    • Our Team
    • Our Difference
  • Who We Work With
    • Individuals and Families
    • Small Business Owners
    • Retirees and Pre-Retirees
    • 401k Plan Sponsors
  • Insights
    • Blog
    • Business Valuation Advisor
    • College Planning Hub
    • Discover How
    • Learning Center
    • Risk Score
  • Client Access
    • Wealth Center
    • Orion

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