Bryan Bourgeois, Principal and Chief Investment Officer 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. 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 REITs (real estate investments trusts).
Bryan currently specializes in portfolio management and financial planning and has extensive experience with macroeconomic analysis, equity and fixed-income analysis, portfolio management, portfolio construction, tax-saving strategies, algorithmic trading strategies, public and private REITs (real estate investment trusts), 1031s, DSTs (Delaware Statutory Trusts) and private equity.
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 allowing individual investors and families to reach their goals.