Bautis Financial

Bautis Financial is a Montclair-based wealth management firm that takes a personalized approach to financial advice and guidance, helping individuals and families make informed decisions to achieve their goals confidently. With a focus on understanding clients' needs and concerns, Bautis Financial develops strategies to amplify and preserve wealth, providing a clear path towards financial success.

Using cutting-edge technology, Bautis Financial removes the guesswork from financial planning by identifying acceptable levels of risk and reward, ensuring that investment portfolios align with clients' goals and expectations. Committed to putting client interests first, Bautis Financial establishes a personal connection with each individual, offering a complimentary Get Acquainted call to assess financial situations and determine if their services are the right fit.

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