As an Austin-based Registered Investment Advisory (RIA) firm, Bryan Bourgeois, Financial Advisor and Principal of Blue Pacific Wealth Management, provides Financial Planning, Investment Advisory, and Portfolio Management through TD Ameritrade Institutional.  Bryan graduated with a BS degree from UT Austin in 2003 and has over 16 years of experience working with individuals, families and businesses.


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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Weekly Economic Update

Housing:  The National Association of Home Builders (NAHB) Housing Sentiment fell to 68 in April from 71 the prior month.  Despite the drop, builder’s sentiment remains close to cyclical highs.  Housing Starts for March declined 6.8% to 1215k after an upwardly revised 5.0% increase the prior month.  Despite the monthly decline, Housing Starts were 9.2% higher than a year ago. The National
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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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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.


Contact Us

2501 W. William Cannon Dr. Blg. 2-204

Austin, TX 78745