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Blue Pacific Wealth Management, Inc. is an Austin-based Financial Advisor providing Financial Planning, Investment Advisory and Portfolio Management through TD Institutional’s Registered Investment Advisor’s platform.  Bryan Bourgeois, Financial Advisor and Principal of the firm, specializes in working with individuals and families, helping them plan and invest to live well.

  Let Us Show You A Better Way To Invest.



Perspectives

Weekly Economic Update

House prices, as measured by the S&P CoreLogic Case Shiller 20-City Home Price Index, rose 0.90% (MoM) for January and is now up 5.70% (YOY).  All 20 cities in the index showed YoY gains. MBA Mortgage Applications fell 0.80% last week following a decrease of 2.7%% the week prior.  The 30-year Fixed-Rate Mortgage contract dropped 13 bps to 4.33%, while the 15-year FRM
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Weekly Economic Update

Trump’s new economy is benefiting from a reduction in the US Trade Balance, falling from -$48.2. billion to $43.6 billion. US Durable Goods also saw an improvement of 1.8% in February. MBA Mortgage Applications fell 1.6% last week.  The 30-year Fixed Rate Mortgage gained 1bps to 4.34%.  15-year stayed the same Initial Jobless Claims pushed down to the lower end of their
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Contact Bryan


Bryan J. Bourgeois, President of Blue Pacific Wealth Management, Inc., is a Portfolio Manager and Advisor to US & International High Net Worth Individuals, Families & Entities.

 






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.