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BLUE PACIFIC WEALTH MANAGEMENT IS A REGISTERED INVESTMENT ADVISORY FIRM BASED IN AUSTIN, TX SERVING US & INTERNATIONAL INDIVIDUALS, FAMILIES AND ENTITIES.


We are a Fiduciary, 100% Independent, Based in Austin and Fee-Only.

The firm specializes in working with:

 

  • Individuals that are seeking or recently sold their business.
  • Individuals that received or need to manage an inheritance or lump-sum of wealth.
  • Individuals and/or married couples looking to build a strong financial foundation for retirement.
  • 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.


Perspectives

Market Commentary

US large caps ( 1.4%) and US small caps ( 1.1%) managed to bounce back from last week’s debacle of the Trump – Russian “collusion”. Europe (-0.3%) wasn’t so sanguine, as Trump’s visit to NATO was akin to a landlord showing up to collect overdue rent, even as the Manchester bombing threw uncertainty on its present defensive capacities. Latin America ( 1.3%)
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Market Commentary

Stocks have rallied since the election in a “reflation trade,” which can be broadly defined as an expectation of both higher inflation and stronger real economic growth. However, investors have recently started to doubt these themes with data on both fronts showing some weakness. First quarter GDP numbers this week could show growth below 1%, largely reflecting weaker consumer spending. In addition,
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Weekly Economic Update

Housing:  The National Association of Home Builders (NAHB) Housing Sentiment fell to 68 in April from 71 the prior month.  Despite the drop, builder’s sentiment remains close to cyclical highs.  Housing Starts for March declined 6.8% to 1215k after an upwardly revised 5.0% increase the prior month.  Despite the monthly decline, Housing Starts were 9.2% higher than a year ago. The National
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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.

 





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.