Welcome to the Office of Frank & Sheri Bautz
We know that managing your wealth and planning for important goals can be complex and time consuming. Sound decisions require extensive research, expertise and coordination across multiple financial disciplines. And effective outcomes require a partner you can trust to bring the right experience and resources to bear as you pursue your individual goals.
When you meet with Frank and Sheri Bautz, you will enjoy a distinctly different wealth management experience. One that effectively elevates all aspects of the financial and investment management experience for clients seeking more personalized concierge level service and innovative thought leadership. Frank and Sheri provide access to a wide range of financial products and strategies available in the marketplace today without the restrictions and conflicts of interests commonly found in many large brokerage firms and investment banks.
Supported by the national resources and support of LPL Financial, Frank and Sheri can focus on their core competency—advising their clients. And that, in turn, allows their clients to focus more time and energy on their own passions in life.