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Agent of Wealth Podcast – Episode 7

December 13, 2018 By Marc

#7 – Breaking Down the Current State of the Economy For the past few years, investors have experienced mostly smooth sailing conditions in the stock market. However, the markets have become rockier since October, prompting investors to wonder what actions they should be taking. Today, Marc Bautis dives into the current state of the economy, […]

Agent of Wealth Podcast – Episode 6

November 26, 2018 By Marc

#6 – Your 2018 Year-End Financial Checklist: Part 4 How often do you reassess your tax planning or insurance policies? In the fourth and final part of Marc Bautis’ mini-series on year-end financial planning, Marc shares several ways you can reassess your taxes and insurance to maximize your financial potential. How the new tax […]

Agent of Wealth Podcast – Episode 5

November 8, 2018 By Marc

#5 – Your 2018 Year-End Financial Checklist: Part 3 It’s time for part three of Marc Bautis’ financial planning series! Today, Marc details how you can plan for major life transitions, like selling a home or adopting a child. In this episode, you’ll learn: How to determine if downsizing will actually save you money […]

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Marc Bautis
Wealth Manager and Founder

John Williams
Associate Wealth Advisor

Victoria Finlay
Client Service Associate

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Marc Bautis Wealth Manager and Founder

John Williams Associate Wealth Advisor

Victoria Finlay Client Service Associate

Marc Bautis
Wealth Manager and Founder

John Williams
Associate Wealth Advisor

Victoria Finlay
Client Service Associate