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PLAN TO LIVE WELL.



Founded in 2005, Blue Pacific Wealth Management, Inc. is a Registered Investment Advisory firm based in Austin, TX providing Financial Planning, Investment Advisory, and Portfolio Management through TD Ameritrade Institutional.  Bryan Bourgeois, Principal of the firm, holds securities and investment advisory licenses and has over 16 years of experience working with individuals, families, businesses, and partnerships, helping them plan and invest for their future.  Prior to starting Blue Pacific Wealth Management, Inc., Bryan worked at Soloman Smith Barney and NYLife Securities.  Bryan graduated with a BS degree from The University of Texas at Austin in 2003.



Perspectives

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? 
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Benefits & Types of Alternative Investments

  The Main Benefits of Alternative Investments Include: Income – An investment strategy that seeks to provide a steady stream of current income, or yield, over time. Investors have varying needs for dependable current income, whether to meet monthly expenses or achieve long-term financial goals. Especially during periods of low interest rates, some alternatives may offer higher yields than traditional investments. Diversification – A
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Bryan’s Market Update – April 10th 2018: Volatility Resurfaced, But Markets Maintain A Long-term Upward Trend

April 10th, 2018 In this issue!  –  Market Update –  Current Investment Considerations –  Forecasting The Next Recession –  Featured Charts –  Featured Alternative Institutional Investment Offerings –  Proprietary Asset Class Rankings for US & Global Markets Interested in setting up a meeting?  I’d love to connect.  Here’s my calendar link to schedule a time.   Markets have had a wild ride so far this
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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:

  • Individuals and families that wish to create or update their retirement and financial plan.
  • Individuals and families that are seeking professional money management and financial planning of their investments and retirement plans.
  • Individuals and families that are interested in diversifying their portfolio with high-quality institutional alternative investments.
  • 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.
  • High-net-worth individuals






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.