Blue Pacific Wealth Management, Inc. offers a variety of wealth management services to individuals, businesses and institutional investors. We believe that honest and professional work, delivered with integrity, is in the best interest of our clients and our firm. We hope to have the opportunity to share these values with you.

Asset Management Services


As an independent financial advisor, Bryan Bourgeois, President of Blue Pacific Wealth Mgmt., aligns his interests with his clients and focuses on growing and managing his client’s portfolios.

 

We utilize a top-tier investment platform that has no-loads, no surrenders or broker commissions.


 

Areas of Focus:

  • Actively Managed Portfolios
  • Tax-Efficient Investing
  • Absolute Return Timing Model
  • Retirement & Income Planning
  • Wealth Accumulation
  • Estate Planning

Commercial Real Estate*


By utilizing commercial real estate investments through the advisors at Blue Pacific Wealth Mgmt., you'll be able to take part in privately-held and non-traded investments.


Many investors prefer commercial real estate investments to diversify away from the ups and downs of the stock market and capitalize on the gains commensurate to institutionally managed investments.

Investment Types:

  • Healthcare-related
  • Retail
  • A, B and C-Class Office
  • Warehouse
  • Value-Add Real Estate
  • Income Real Estate
  • Tax-Credit Real Estate
  • Multi-Family / Apartments

401(k) & Other Retirement Plans


Blue Pacific Wealth Mgmt. offers 401(k)s on an independent platform, allowing you to get a 401(k) for your individual needs without competing conflicts of interest.

 

We utilize low-fee index funds, commodity funds and model portfolios that allow you to properly navigate through a bull or bear market.

 


Other Retirement Plans Offered:

Access Your Account

This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your registered representative. Read it carefully before you invest or send money. Insurance and securities are limited to the residents of Texas. Bryan J. Bourgeois is a Registered Investment Advisor Representative and a Registered Representative in Texas, offering securities and advisory services through Allied Beacon Partners, Inc. (Securities Broker/Dealer. Member FINRA/SIPC www.FINRA.org www.SIPC.org ) 7501 Boulder's View Drive, Suite 601, Richmond, VA 23225, 800 780-2989. Blue Pacific Wealth Management is not a subsidiary of or controlled by Allied Beacon Partners, Inc.. Fixed insurance products may be offered through insurance agencies not affiliated with Allied Beacon Partners, Inc.
* Commercial Real Estate Investments are not FDIC insured. This material does not constitute an offer to buy or sell any security. Commercial Real Estate Investments may involve significant risk and lack liquidity causing the funds to be tied up for several years. Please review the private placement memorandum or prospectus carefully before making any investment decisions.