Blue Pacific Wealth Management (BPWM) is a Registered Investment Advisor based in Austin, TX.
The Firm is a Fiduciary, 100% Independent and Fee-Only.
BPWM specializes in working with accredited and high net worth investors, providing investment counsel for institutional alternative investment opportunities, asset allocation, wealth accumulation, income and estate planning. The firm offers in-house portfolio management and a proprietary macro-global hedge fund strategy with custody at TD Institutional. Minimum account size to open an account starts at $100,000.
Contact us today to find a better way to invest.
Current clients include:
- Accredited Investors
- Family Offices
- Individuals that are seeking or recently sold their business.
- Individuals that received or need to manage an inheritance or lump-sum of wealth.
- Individuals and/or married couples looking to build a strong financial foundation for retirement.
- Men and women that are going through or have recently gone through a divorce.
- Doctors, attorneys, engineers, professionals, corporate executives, entrepreneurs, real estate owners and business owners.
- Erisa and non-qualified retirement plans, pension and profit-sharing plans.
- International family offices, wealth funds and endowments.
- Non-US citizens s and ex-pats.
- High-net-worth individuals and families
Perspectives
10 popular stocks that would be hit hard if Trump started a trade war
Apple, Caterpillar and Wynn Resorts are businesses that could be especially hurt if other countries or trade blocs retaliate. President Trump’s discussion on tariffs has the capacity to initiate a trade war. Surely there’ll be plenty of commotion, as is customary with Trump, and in our investigation, the likelihood of a trade war with dire consequences isn’t large. Nonetheless, it’s only prudent to
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Frequently Asked Retirement Income Questions
When should I start considering tapping my retirement resources and how should I go about doing this? The response to this question is dependent upon if you expect to retire. A set of meetings with a financial adviser might assist you in making important decisions like how your portfolio ought to be spent, once you’re able to afford to retire, and just
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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
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.