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AN INDEPENDENT FIDUCIARY, ADVISOR & ASSET MANAGER.



Blue Pacific Wealth Management is an investment firm founded in 2005 by Bryan Bourgeois focused on serving clients in Austin, TX and South Florida.  The firm is structured as an RIA (Registered Investment Advisor) and is a fiduciary.  Bryan Bourgeois, Chief Investment Officer and Portfolio Manager, has experience investing across a wide spectrum of asset classes, investment strategies, market sectors, market cycles and industries. This spectrum includes, but is not limited to, domestic and foreign equity and debt securities, fixed-income, commodities, commercial real estate, REITs, DSTs, and private equity.  The firm utilizes trading systems, algorithms and other proprietary strategies developed by Bryan Bourgeois that invests in a wide spectrum of asset classes and individual securities to potentially deliver strong returns in any market.

In addition to specialized asset management, Bryan constructs and manages customized balanced and diversified portfolios for both growth and income designed according to your specific investment goals, risk tolerance and time horizon.

To learn more about us

download our firm overview here.


Perspectives

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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Who We Serve


Bryan Bourgeois, Principal and Chief Investment Office of Blue Pacific Wealth Management, Inc., serves the following clients:

  • Individual investors that wish to create or update their retirement and financial plan and implement tax-saving strategies for income, investments and estate planning.
  • Individual investors that are seeking professional money management and financial planning of their investments and retirement plans.
  • Individual investors that are interested in diversifying their portfolio with high-quality institutional investments.
  • Individual investors that are managing a life event, such as a job promotion, sale of their company, divorce, or loss of a loved one.
  • 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 and family offices.
  • Individuals that have or are expected to receive an inheritance or other lump sum of capital.





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

512-203-1905

Info@BluePacificWealth.com