Home

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.

Portfolio Management & Investment Philosophy

Alternative Institutional Investment Offerings

Investment Advisory & Financial Planning

Perspectives

Jul 25, 2018by Bryan Bourgeois

The Next Major Market Downturn’s ETA – One Year From Now

      As we step into the final growth stage of our economic cycle, which has been one of the longest in modern history now in its ninth year, the yield curve once again seems to have a high likelihood of predicting the next market peak and crash.  The trajectory of the yield curve, along with a few other contributing factors
Read more
Apr 27, 2018by Bryan Bourgeois

With rates on the rise, now is the time to invest in…

With rates on the rise, now is the time to invest in… Current Yield = 6.00% Approximate NAV = $25 Minimum Purchase Amount = $2,500* Custodian: TD Institutional Share Class Purchased Through Blue Pacific Wealth Management = I Shares (Institutional Shares) Are you tired of taking on increasing interest rate and credit risk while only getting a mere 2% – 4% yield in fixed-income? 
Read more
Apr 19, 2018by Bryan Bourgeois

Benefits & Types of Alternative Investments

  The Main Benefits of Alternative Investments Include: Income – An investment strategy that seeks to provide a steady stream of current income, or yield, over time. Investors have varying needs for dependable current income, whether to meet monthly expenses or achieve long-term financial goals. Especially during periods of low interest rates, some alternatives may offer higher yields than traditional investments. Diversification – A
Read more

Investment Resources

View Currently Available Institutional Alternative Investments, 1031 DSTs and Private Equity Offerings.

View Latest Proprietary Global Asset Rankings and Forecasting The Next Recession Report.

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.

 

get in touch
Join me on Twitter
About Bryan

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.