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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.

Portfolio Management & Investment Philosophy

Alternative Institutional Investment Offerings

Investment Advisory & Financial Planning

Perspectives

Apr 19, 2018by Bryan Bourgeois

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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Apr 16, 2018by Bryan Bourgeois

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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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.