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BLUE PACIFIC WEALTH MANAGEMENT IS A REGISTERED INVESTMENT ADVISORY FIRM BASED IN AUSTIN, TX SERVING US & INTERNATIONAL INDIVIDUALS, FAMILIES AND ENTITIES.


We are a Fiduciary, 100% Independent, Based in Austin and Fee-Only.

The firm specializes in working with:

 

  • 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 and business owners looking to preserve and grow their capital.
  • Businesses that sponsor retirement, pension and profit-sharing plans.


Perspectives

Fed’s Balance Sheet is Maturing – AND FAST!

Below is a chart showing the Fed’s Treasury holdings within its balance sheet. Almost 50% of the Treasury holdings matures between now and 2020, with 2018 the year with the most maturities. The way the fed handles their current assets will shape the financial markets now and for years to come. If they sell the Treasuries too quickly or prematurely, the bonds
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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

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.