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Marc Bautis
Wealth Manager and Founder

Victoria Finlay
Client Service Associate

How To Use ESG Investments In Your Portfolio

July 10, 2019 By Marc

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 […]

Agent of Wealth Podcast – Episode 20

June 26, 2019 By Marc

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 […]

Agent of Wealth Podcast – Episode 19

June 12, 2019 By Marc

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 […]

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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