As a client-focused Registered Investment Advisor and specialty investment manager, we are here to help you reach your financial goals.
Advisory services are offered through our Registered Investment Advisor, Shorebreak Capital, LLC. The firm is 100% independent, fee-only and not affiliated with any parent bank or financial institution that could potentially create conflicts of interest. Bryan Bourgeois is President of Blue Pacific Wealth Management, Inc. and Principal of Shorebreak Capital, LLC.
Bryan J. Bourgeois is President of Blue Pacific Wealth Management, Inc. and is an investment manager for individuals and businesses. Bryan specializes in equity analysis, stock trading, REITs, portfolio construction, trading programs, algorithms and system design, options and futures trading, asset allocation modeling, macroeconomic and individual security research and analysis, hedged, tactical and opportunistic portfolio management strategies. Bryan graduated with a B.S. degree from The University of Texas at Austin in 2003 and has 13+ years experience in investment advisory, portfolio management and financial planning. In 2005, Bryan founded Blue Pacific Wealth Management and has been hired as a Financial Advisor, Portfolio Manager, Investment Advisor, Investment Analyst and Financial Planner to handle investment management and financial planning needs for high net worth individuals, affluent families, physicians, senior corporate executives, successful and fast-growing businesses and partnerships, multi-billion dollar Real Estate Investment Trusts, accomplished entrepreneurs, business and property owners and foundations. Minimum portfolios start at $100,000 – $5,000,000+, depending on strategy or fund. Contact Bryan to learn how he can help you achieve your financial goals. Bryan is also Principal of Shorebreak Capital, LLC, A Registered Investment Advisor. Blue Pacific Wealth Management offers advisory services through Shorebreak Capital, LLC.