About Blue Pacific Wealth Management, Inc.
We are a fiduciary
In today’s world, it’s important to have someone look after your sole interests, making decisions that are best for you and not some big financial bank or wirehouse.
We are fee-only and 100% independent
Blue Pacific Wealth Management’s investment platform is designed to deliver needed advisory and financial planning services without creating unintended conflicts of interest. The firm does not sell investment products, is not compensated by commissions of investment products or charges brokerage commissions.
We watch out for you
Bryan and his team customize a plan specific to each client’s needs.
To learn more about us
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
Bryan J. Bourgeois is President of Blue Pacific Wealth Management, Inc. and is an investment manager for individuals and businesses. Bryan holds licenses for securities, investment advisory, direct placement programs, insurance and commercial real estate. Bryan specializes in equity analysis, portfolio management, portfolio construction, algorithmic trading programs and system design, options and futures trading, asset allocation modeling, macroeconomic analysis and a variety of specialized hedge-fund trading strategies, public and non-traded REITs, commercial real estate securities, dispositions and acquisitions for high net worth clients and institutions. Bryan has been nominated and received the Five Star Professional Award in Texas Monthly Magazine from 2008 – 2018.
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. Bryan worked at Smith Barney and NYLife Securities from 2003 – 2005. In 2005, Bryan founded Blue Pacific Wealth Management and 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.
Minimum portfolios start at $100,000 – $5,000,000+, depending on strategy or fund. Contact Bryan to learn how he can help you achieve your financial goals. Bryan is also Principal of Shorebreak Capital, LLC, A Registered Investment Advisor. Blue Pacific Wealth Management offers advisory services through Shorebreak Capital, LLC.