BLUE PACIFIC WEALTH MANAGEMENT IS A REGISTERED INVESTMENT ADVISORY FIRM BASED IN AUSTIN, TX SERVING US & INTERNATIONAL INDIVIDUALS, FAMILIES AND ENTITIES.
Blue Pacific Wealth Management, Inc. focuses on producing strong returns with low volatility by utilizing a) proprietary quantitative trading systems developed by Bryan Bourgeois, b) extensive value-based qualitative analysis and c) diversifying portfolios with non-listed institutional real estate, credit and private equity offerings.
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Bryan J. Bourgeois, President of Blue Pacific Wealth Management, Inc., is a Portfolio Manager and Advisor to US & International High Net Worth Individuals, Families & Entities.
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.