PLAN TO LIVE WELL.
As an Austin-based Registered Investment Advisory (RIA) firm, Bryan Bourgeois, Financial Advisor and Principal of Blue Pacific Wealth Management, provides Financial Planning, Investment Advisory, and Portfolio Management through TD Ameritrade Institutional. Bryan graduated with a BS degree from UT Austin in 2003 and has over 16 years of experience working with individuals, families and businesses, providing a variety of complex investment management and financial planning capabilities.
Bryan Bourgeois, Principal of Blue Pacific Wealth Management, Inc., is a Portfolio Manager and Financial Advisor. Common clients include:
- Individual investors that wish to create or update their retirement and financial plan.
- Individual investors that are seeking professional money management and financial planning of their investments and retirement plans.
- Individual investors that are interested in diversifying their portfolio with high-quality institutional investments.
- Individual investors that are going through or have recently gone through a divorce.
- Doctors, attorneys, engineers, professionals, corporate executives and business owners looking to preserve and grow their capital.
- Businesses that sponsor retirement, pension and profit-sharing plans.
- High-net-worth individuals
- Individuals that have or are expected to receive an inheritance.
Сore values and our advantages
We Are A Fiduciary
Our services are offered through Shorebreak Capital, LLC., A Registered Investment Advisor, which abides by a strict fiduciary standard, always acting in the best interest of our clients. Mr. Bourgeois is Principal of Shorebreak Capital, LLC.
We Do Not Sell Investment Products or Charge Commissions
We are compensated for our services by advisory and portfolio management fees only, eliminating potential conflicts of interest and offering investment and financial planning solutions with 100% transparency.
We Help You Achieve Your Goals
In the end, it’s all about reaching goals. We focus on our clients’ goals and give them true consideration and thorough recommendations.
2501 W. William Cannon Dr. Blg. 2-204
Austin, TX 78745