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
Commercial Real Estate Advisory
To view full scope of Financial Planning services,
Сore values and our advantages
We Are A FiduciaryOur 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 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 GoalsIn 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