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PLAN TO LIVE WELL.

As an Austin-based Registered Investment Advisory (RIA) firm, Bryan Bourgeois, Financial Advisor and Principal of Blue Pacific Wealth Management, provides Financial Planning, Investment Advisory, and Portfolio Management through TD Ameritrade Institutional.  Bryan graduated with a BS degree from UT Austin in 2003 and has over 16 years of experience working with individuals, families and businesses, providing a variety of complex investment management and financial planning capabilities.

Investment Advisory & Financial Planning

Institutional Investment Solutions

Portfolio & Wealth Management Capabilities

Perspectives

Feb 27, 2020by Bryan Bourgeois

Market Volatility Reminds Investors To Rethink Their Asset Allocation

With markets in flux, now is an opportune time to consider the following institutional investment funds that can provide you with a variety of benefits, including gaining access to institutionally-managed funds and assets that have proven track records, low volatility and low correlation to the stock market.  Here is the list of funds you should consider to enhance your portfolio diversification and
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Oct 4, 2019by Bryan Bourgeois

Economic Charts Still Trending Positive

The latest economic charts suggest the economy overall maintains an upward trajectory.  Nonetheless, it appears we are pushing further towards the late-cycle stage.  Even so, this last stage in the cycle may take years to play out before the economic and markets once again significantly contracts due to mounting debt, unfavorable demographics, disruptive technology, and monetary policy stimulus unable to provide enough
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Contact Bryan

Bryan Bourgeois, Principal of Blue Pacific Wealth Management, Inc., is a Portfolio Manager and Financial Advisor.  Common clients include:

  • Individual investors that wish to create or update their retirement and financial plan.
  • 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 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.
  • High-net-worth individuals
  • Individuals that have or are expected to receive an inheritance.

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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.

Contact Us

2501 W. William Cannon Dr. Blg. 2-204

Austin, TX 78745

512-462-3704

Info@BluePacificWealth.com