Financial Planning


Blue Pacific Wealth Management provides the following planning and consulting services:

 


Investment Analysis & Advisory

Tax Analysis & Tax-Reduction Planning

Estate, Legacy & Retirement Planning

Business Succession Planning

Business Planning

Commercial Real Estate Advisory


To view full scope of Financial Planning services,

Click here to download our Investment Management and Firm Overview


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.

Contact us to inquire about Financial Planning Services