Our Team

Marc Bautis
Wealth Manager and Founder

Victoria Finlay
Client Service Associate

Here’s How to Avoid Running Out of Money in Retirement – Episode 33

January 28, 2020 By Marc

Considering that the human life expectancy is ever-increasing, are you confident that you will have enough money to last you through retirement? In this episode of The Agent of Wealth Podcast, Marc Bautis explains how a retirement income plan works to project how much income you will need through retirement. Marc also shares his best […]

Knowing Your Numbers for Retirement – Episode 32

January 8, 2020 By Marc

Are you on track for your retirement? Knowing your numbers and understanding what they mean can help you make any adjustments that are needed for you to reach your retirement goals. In this episode, Marc Bautis walks you through the important numbers and ratios that you should be aware of as you’re saving for retirement. […]

Why We Use the Factor Investing Strategy – Episode 31

December 11, 2019 By Marc

Not so long ago, it was only the big institutions that had access to all the pertinent investing information, but nowadays even the small investment firms can say they are playing at the same level. In this episode, Marc Bautis explains the history of investing and portfolio management along with how and why factor-based investing […]

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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