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Blue Pacific Wealth Management, Inc. is an Austin-based Financial Advisor providing Financial Planning, Investment Advisory and Portfolio Management.  Bryan Bourgeois, Financial Advisor and Principal of the firm, specializes in working with individuals and families, helping them obtain the future and life they want.

  Let Us Show You A Better Way To Invest.



Perspectives

Impact Of The New Tax Law On Financial Planning And Retirement in 2018

Those working in retirement as sole-proprietors or LLCs can deduct 20% of their business income but their full income will count against the Medicare PartB premium threshold. The new year provides a package of changes to federal income tax laws which go into effect. Here are the salient changes which impact financial planning and retirement. Unless you’ve been consumed in of the
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Trump Tax Plan – Key Points

Trump Tax Plan – 8 Key Income Tax Provisions: 1) It eliminates personal exemptions which could result in families with many children paying higher taxes 2) It eliminates most itemized deductions such as moving expenses, alimony payments, etc. 3) It limits the deduction on mortgage interest to the first $750K of the loan and interest on home equity line of credits can
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Life Happens. Here’s What To Do With Your Finances If You Divorce.

Getting divorced checklist Managing the financial aspects of a divorce might be as dealing with the feelings as essential. Transactions and accounts that are financial Split all bank accounts balances as called for in the divorce arrangement Cancel concerted checking, savings and revolving credit accounts, including credit cards Establish personal accounts in your name for ATMs, checkingaccount, savings and credit cards Permit
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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.