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BLUE PACIFIC WEALTH MANAGEMENT IS A REGISTERED INVESTMENT ADVISORY FIRM BASED IN AUSTIN, TX SERVING US & INTERNATIONAL INDIVIDUALS, FAMILIES AND ENTITIES.


Fiduciary, 100% Independent, Based in Austin, TX and Fee-Only.

The firm specializes in working with:

 

  • Individuals that are seeking or recently sold their business.
  • Individuals that received or need to manage an inheritance or lump-sum of wealth.
  • Individuals and/or married couples looking to build a strong financial foundation for retirement.
  • Men and women 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.
  • Domestic and international family offices, wealth funds and endowments.
  • High-net-worth individuals


Perspectives

Life Happens. Here’s What To Do With Your Finances If You Divorce.

Getting divorced checklist   Managing the financial aspects of a divorce may be just as important as coping with the emotions. This checklist can help you transition from “ours” to “mine” and “yours.”   Day-to-day transactions and financial accounts   Divide all bank account balances as called for in the divorce agreement Cancel joint checking, savings and revolving credit accounts, such as
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Predictions for 2018

2017 was a good year for the buy-and-hold investor where broad-based gains were captured across all major US & global equity markets. In addition, volatility hit historically low levels, which was a far step away from the past several years where investors have been bombarded with above-average volatility. As we enter 2018, practically all major US and global economic indicators are positive
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US Dollar & Small Caps Could Surge With Tax Reform Being Passed

US Dollar has been flatlined for 3 years and steadily declining throughout 2017. The House has currently passed their version of a reform bill and the Senate Finance Committee passed its bill on to the full Senate for a likely vote this week. Indications are that the Senate will pass its bill, triggering the reconciliation process between the two Houses of Congress. 
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Contact Bryan


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

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 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

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.