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PLAN TO LIVE WELL.



Founded in 2005, Blue Pacific Wealth Management, Inc. is a Registered Investment Advisory firm based in Austin, TX providing Financial Planning, Investment Advisory, and Portfolio Management through TD Ameritrade Institutional.  Bryan Bourgeois, Principal of the firm, holds securities and investment advisory licenses and has over 16 years of experience working with individuals, families, businesses, and partnerships, helping them plan and invest for their future.  Prior to starting Blue Pacific Wealth Management, Inc., Bryan worked at Soloman Smith Barney and NYLife Securities.  Bryan graduated with a BS degree from The University of Texas at Austin in 2003.



Perspectives

Investment Insight

If you have ever visited an Emerging Market country, you may have two reactions: one of a struggling people with no hope and the other of a world of potential opportunities. Emerging Markets have had more than enough headwinds over the last few years, resulting from investor mentality to lean towards the “no hope” version of the EM world rather than the
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Market Commentary

US large caps ( 1.4%) and US small caps ( 1.1%) managed to bounce back from last week’s debacle of the Trump – Russian “collusion”. Europe (-0.3%) wasn’t so sanguine, as Trump’s visit to NATO was akin to a landlord showing up to collect overdue rent, even as the Manchester bombing threw uncertainty on its present defensive capacities. Latin America ( 1.3%)
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Market Commentary

Stocks have rallied since the election in a “reflation trade,” which can be broadly defined as an expectation of both higher inflation and stronger real economic growth. However, investors have recently started to doubt these themes with data on both fronts showing some weakness. First quarter GDP numbers this week could show growth below 1%, largely reflecting weaker consumer spending. In addition,
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Contact Bryan


Bryan Bourgeois, Principal of Blue Pacific Wealth Management, Inc., is a Portfolio Manager and Financial Advisor.  Common clients include:

  • Individuals and families that wish to create or update their retirement and financial plan.
  • Individuals and families that are seeking professional money management and financial planning of their investments and retirement plans.
  • Individuals and families that are interested in diversifying their portfolio with high-quality institutional alternative investments.
  • Men and women that are going through or have recently gone through a divorce.
  • Doctors, attorneys, engineers, professionals, corporate executives and business owners looking to preserve and grow their capital.
  • Businesses that sponsor retirement, pension and profit-sharing plans.
  • High-net-worth individuals






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.