Plan to live well.
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.
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.