Our Team

Marc Bautis
Wealth Manager and Founder

Victoria Finlay
Client Service Associate

Episode 41 – Navigating the Coronavirus Crisis

March 24, 2020 By Marc

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 […]

Episode 40 – Focus on What You Can Control – 6 Strategies to Take Advantage of the Current Environment

March 16, 2020 By Marc

The markets and economy were off to a strong start in 2020 building on the impressive returns of 2019. In late February we saw a complete reversal and panic set in as the coronavirus spread outside of China. In this episode of the Agent of Wealth Podcast we are going to discuss why instead of […]

10 Ways to Obtain Clarity Into Your Finances – Episode 39

March 10, 2020 By Marc

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 […]

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Marc Bautis
Wealth Manager and Founder

Victoria Finlay
Client Service Associate

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Marc Bautis Wealth Manager and Founder

Victoria Finlay Client Service Associate

Marc Bautis
Wealth Manager and Founder

Victoria Finlay
Client Service Associate