A PERSONAL APPROACH TO INVESTING
We create strategies that are tailored to your needs and goals.
Years of experience have prepared us to guide you through your life transitions.
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.
As an investor, you rely on specialists to help keep your family healthy, your taxes paid on time and your will up to date. Now that you have accumulated more wealth, you may be seeking financial professionals to provide objective advice, to make available a wide range of services suitable for your situation and to coordinate recommendations with your other advisors.
Bautista Wealth Management, LLC was established with the goal of becoming each client’s strategic advisor and total strategy provider. Under guidance of our founder, Luis F. Bautista, we specialize in helping clients define investment objectives using a disciplined process and advanced technology that charts a clear course for the future.
To provide independent and objective investment advice that allows you to live the one life you have to the fullest.
To construct an asset allocation* strategy that provides a measurable degree of probable success in helping you satisfy your goals, objectives and dreams.
*Asset allocation does not ensure a profit or protect against a loss.
"Remember, what does 'retirement' mean? It doesn't mean that you're a couch potato. Leisure is not the same things as rest. If you're bicycling five miles a day, that's leisure, but it certainly takes a lot of effort."