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Blue Pacific Wealth Management (BPWM) is a Registered Investment Advisor based in Austin, TX.


The Firm is a Fiduciary, 100% Independent and Fee-Only.

BPWM specializes in working with accredited and high net worth investors, providing investment counsel for institutional alternative investment opportunities, asset allocation,  wealth accumulation, income and estate planning.  The firm offers in-house portfolio management and a proprietary macro-global hedge fund strategy with custody at TD Institutional.  Minimum account size to open an account starts at $100,000.

Contact us today to find a better way to invest.

 

Current clients include:

 

  • Accredited Investors
  • Family Offices
  • 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, entrepreneurs, real estate owners and business owners.
  • Erisa and non-qualified retirement plans, pension and profit-sharing plans.
  • International family offices, wealth funds and endowments.
  • Non-US citizens s and ex-pats.
  • High-net-worth individuals and families

 



Perspectives

With rates on the rise, now is the time to invest in…

With rates on the rise, now is the time to invest in… Current Yield = 6.00% Approximate NAV = $25 Minimum Purchase Amount = $2,500* Custodian: TD Institutional Share Class Purchased Through Blue Pacific Wealth Management = I Shares (Institutional Shares) Are you tired of taking on increasing interest rate and credit risk while only getting a mere 2% – 4% yield in fixed-income? 
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Benefits & Types of Alternative Investments

  The Main Benefits of Alternative Investments Include: Income – An investment strategy that seeks to provide a steady stream of current income, or yield, over time. Investors have varying needs for dependable current income, whether to meet monthly expenses or achieve long-term financial goals. Especially during periods of low interest rates, some alternatives may offer higher yields than traditional investments. Diversification – A
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Bryan’s Market Update – April 10th 2018: Volatility Resurfaced, But Markets Maintain A Long-term Upward Trend

April 10th, 2018 In this issue!  –  Market Update –  Current Investment Considerations –  Forecasting The Next Recession –  Featured Charts –  Featured Alternative Institutional Investment Offerings –  Proprietary Asset Class Rankings for US & Global Markets Interested in setting up a meeting?  I’d love to connect.  Here’s my calendar link to schedule a time.   Markets have had a wild ride so far this
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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.