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Blue Pacific Wealth Management, Inc. is an Austin-based Registered Investment Advisor providing Financial Planning, Investment Advisory and Portfolio Management through TD Ameritrade Institutional’s custodial platform. Bryan Bourgeois, Financial Advisor and Principal of the firm, has over 15 years experience working with individuals, families, businesses and partnerships, helping them find the best way to plan and invest for their future.

Portfolio Management & Investment Philosophy

Alternative Institutional Investment Offerings

Investment Advisory & Financial Planning

Perspectives

Sep 17, 2018by Bryan Bourgeois

Emerging Market Earnings Stable While Equities Tank; Expect a Rebound

Only marginal declines in Emerging Market earnings suggest that fears of an imminent crisis are overblown There is a relatively strong correlation between the direction of earnings forecasts and the short-term relative performance of equity markets. Over the last 12m, US markets have outperformed peers as Trump’s corporate tax reductions and fiscal stimulus have provided a tailwind for US earnings. In the

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

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?

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.

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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.

Achieving excellence in

Investment Management