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Plan to live well.

Blue Pacific Wealth Management, Inc. is an Austin-based Registered Investment Advisor providing Financial Planning, Investment Advisory and Portfolio Management through TD Ameritrade Institutional’s custodial platform.  Bryan Bourgeois, Financial Advisor and Principal of the firm, has over 15 years experience working with individuals, families, businesses and partnerships, helping them find the best way to plan and invest for their future.



Perspectives

Market Update & Outlook for 2019

  January 2, 2019 Market Update & Outlook for 2019 Earnings and economic data remained positive in the U.S. throughout 2018, posting an annual growth rate of 3.4% as of September 2018.  Global growth began to slow in late spring of 2018, but still posted a 1.6% growth rate for the Eurozone and approximately 6% for China. Despite the backdrop of strong
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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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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.