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Blue Pacific Wealth Management, Inc. is an Austin-based Financial Advisor providing Financial Planning, Investment Advisory and Portfolio Management through TD Institutional’s Registered Investment Advisor’s platform.  Bryan Bourgeois, Financial Advisor and Principal of the firm, specializes in working with individuals and families, helping them plan and invest to live well.

  Let Us Show You A Better Way To Invest.



Perspectives

One Last Leg Up For Stocks, Then Watch Out Below

  Stocks are likely to maintain their longer-term upward trend until the end of the year, and possibly until the summer of 2019. The US Economy remains strong and it is likely that a path towards a trade agreement between China/US trade will surface on or around the G20 meeting on November 30th. However, monetary tightening and rising interest rates will eventually become
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Frequently Asked Roth 401(k) Questions

Is it better to contribute to a traditional 401(k) or a Roth 401(k)? That depends on your personal situation and priorities. For example, because Roth 401(k)s allow tax-free withdrawals, they might be more appropriate for workers who expect to be in a higher income tax bracket during retirement. High-income earners who make too much to contribute to a Roth IRA may also
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Emerging Market Earnings Stable While Equities Tank; Expect a Rebound

Only marginal declines in Emerging Market earnings suggest that fears of an imminent crisis are overblown There is a relatively strong correlation between the direction of earnings forecasts and the short-term relative performance of equity markets. Over the last 12m, US markets have outperformed peers as Trump’s corporate tax reductions and fiscal stimulus have provided a tailwind for US earnings. In the
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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.