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Blue Pacific Wealth Management, Inc. is an Austin-based Financial Advisor providing Financial Planning, Investment Advisory and Portfolio Management through TD Institutional’s Registered Investment Advisor’s platform.  Bryan Bourgeois, Financial Advisor and Principal of the firm, specializes in working with individuals and families, helping them plan and invest to live well.

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Portfolio Management & Investment Philosophy

Alternative Institutional Investment Offerings

Investment Advisory & Financial Planning

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Mar 2, 2018by Bryan Bourgeois

10 popular stocks that would be hit hard if Trump started a trade war

Apple, Caterpillar and Wynn Resorts are businesses that could be especially hurt if other countries or trade blocs retaliate. President Trump’s discussion on tariffs has the capacity to initiate a trade war. Surely there’ll be plenty of commotion, as is customary with Trump, and in our investigation, the likelihood of a trade war with dire consequences isn’t large. Nonetheless, it’s only prudent to
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Mar 1, 2018by Bryan Bourgeois

Frequently Asked Retirement Income Questions

When should I start considering tapping my retirement resources and how should I go about doing this? The response to this question is dependent upon if you expect to retire. A set of meetings with a financial adviser might assist you in making important decisions like how your portfolio ought to be spent, once you’re able to afford to retire, and just
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Investment Resources

View Currently Available Institutional Alternative Investments, 1031 DSTs and Private Equity Offerings.

View Latest Proprietary Global Asset Rankings and Forecasting The Next Recession Report.

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.

 

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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.