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.
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
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 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
In the end, it’s all about reaching goals. We focus on our clients’ goals and give them true consideration and thorough recommendations.