Bryan Bourgeois, Principal and Investment Advisor at Blue Pacific Wealth Management, Inc., helps his clients obtain their financial goals by utilizing prudent investment strategies and best-in-class institutional investment fund offerings. The firm’s primary custodian is TD Institutional. Minimum account size to open an account starts at $100,000. Bryan holds licenses for securities, options, investment advisory and direct placement programs. Bryan also has complex estate planning experience, as well as acquiring and disposing of tens of millions of dollars in commercial real estate for high net worth clients and real estate investments trusts.
Bryan currently specializes in portfolio management and financial planning through macroeconomic analysis, equity and fixed-income analysis, portfolio management, portfolio construction, algorithmic trading strategies, options and futures trading, asset allocation modeling, specialized hedge-fund trading strategies, public and private real estate investment trusts, commercial real estate securities, dispositions and acquisitions for high net worth clients and institutions.
Bryan graduated with a B.S. degree from The University of Texas at Austin in 2003 and has 15+ years experience in investment advisory, portfolio management and financial planning. Prior to starting Blue Pacific Wealth Management, Inc., Bryan worked at Soloman Smith Barney and NYLife Securities. In 2005, Bryan founded Blue Pacific Wealth Management after being hired by an ultra high-net worth client and other high net worth clients to handle their financial planning and investment needs. Since going on his own, Bryan 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. Blue Pacific Wealth Management offers advisory services through Shorebreak Capital, LLC. Bryan is Principal of Shorebreak Capital, LLC, A Registered Investment Advisor.
Bryan has also received the Five Star Professional Award in Texas Monthly Magazine numerous times.
Whether you are looking for investment management or financial planning services, Bryan and his team can help you overcome the many challenges we all face planning for retirement and managing a successful investment portfolio. Since 2005, Blue Pacific Wealth Management has provided the resources, investment platform and expertise to investors reach their goals.
Bryan J. Bourgeois
Principal / Investment Advisor
Bryan Bourgeois serves the following types of clients:
- Accredited Investors
- High-net-worth individuals and families
- Executives, Physicians, Entrepreneurs, Engineers and Attorneys
- Business Owners, Managing Partners
- Endowments & Trust Funds
- Businesses that sponsor ERISA and non-qualified retirement plans, pension and profit-sharing plans.
- Non-US citizens and ex-pats.
Client services include:
- Portfolio Management of Stocks, ETFs, Options, Mutual Funds, Bonds and Commodities
- Portfolio Management of Shorebreak Capital’s Proprietary Global Macro Hedge Fund (Accredited Investors Only)
- Financial and Retirement Planning
- Institutional Investments
- 1031 Exchanges and DST Programs
- Estate and Legacy Planning