Bryan Bourgeois
Blue Pacific Wealth Management

Tel: (512) 462-3704
2501 W. William Cannon Dr
Bldg. 2, Suite 204
Austin, TX 78745

Navigate with Power. Navigate with Blue Pacific.

Blue Pacific Wealth Management | Financial Advisor in Austin ,TX

About Blue Pacific Wealth Management

Blue Pacific Wealth Management Inc. was founded in 2005 by Bryan
J. Bourgeois. Bryan specializes in portfolio management and
durable and predictable high dividend strategies yielding 6 -
8.25% in dividends, plus capital appreciation potential. Current
clients include individuals, families, high net worth investors,
endowments and businesses.

10 Years of Experience


Connect With an Expert Financial Advisor and Get Answers

General Information

Firm Start Year:   2005
No.of Employees:   2-4
Name of Broker/Dealer:   EDI Financial, Inc
Name of Custodial Firm:   Scottrade, Fidelity, Pershing,
States Licensed in:   TX
Number of Years with Current Firm:   8
Work Experience:   Asset Management, Financial Planning, Real Estate
Investments, Retirement Plans
I work with the following types of clients:   Business Owners , Individual Investors
Foreign Languages Serviced:   Spanish, Russian


Services

Investment Types:   Bonds , Alternative Investments , Exchange Traded Funds (ETFs) , Stocks , Customized Portfolio Management , Socially Responsible Investments (SRI)
I can meet clients in the following ways:   At my office , At your office , Via phone , Via email


Qualifications & Memberships

Insurance and Annuity Licenses:   Life , Long Term Care , Variable Annuity , Variable Life , Annuity

Firm Information

Firm's Number of Clients:   50+
Firm's Number of Planning Clients:   20+
Firm's Number of Managed Clients:   50+
Advisor's Number of Clients:   60
Advisor's Number of Managed Clients:   60
Advisor's Number of Planning Clients:   60


Compliance

Registered Representative:   Yes
Investment Advisor Representative:   Yes
I am an acknowledged fiduciary:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation and Fees

Fee Structure:   I am a fee-based financial professional
Minimum Portfolio Size for New Managed Accounts:   500000
Compensation Methods:   Based on Assets


Education

Bachelor of Science  University of Texas at Austin
-August 2003



Faqs

  • Do you have a customer satisfaction or refund policy? Yes, customer satisfaction is our goal. Please refer to our ADV part II.
  • What are your qualifications? What is your education background? Bryan is a Registered Representative and an Investment Advisor Representative, holding securities, insurance and commercial real estate licenses. Bryan graduated with a Bachelor of Science degree from The University of Texas at Austin and specializes in asset management, trading, economics, finance, real estate investments and other alternative, non-traded investments.
  • What is your approach to financial planning? BPWM provides highly customized financial advice, investment solutions and brokerage services to individuals, families, foundations and businesses.
  • What services do you offer? Asset Management / Portfolio Management and access to high-quality alternative non-traded investments, including non-traded investments in equity and debt real estate investments as well as senior-secured loan portfolios.
  • How many clients do you currently manage? 100+
see more

Disclosures


Disclaimer

This does not constitute an offer to buy or sell any security. Investments in securities are not suitable for all investors. Investment in any security may involve a high degree of risk and investors should review all "Risk Factors" before investing. Investors should perform their own due diligence before considering any investment. Past performance and/or forward looking statements are never an assurance of future results. Investment products, Insurance, and Annuity products are not FDIC Insured/Not Bank Guaranteed/Not Insured by any Federal Government Agency/May Lose Value. Bryan Bourgeois offers Securities through EDI Financial Member FINRA/SIPC.

Bryan Bourgeois

Bryan Bourgeois


Bryan J. Bourgeois is President of Blue Pacific Wealth Management Inc. as well as the firm?s Portfolio Manager and Investment Advisor. He is a Registered Representative and an Investment Advisor Representative, holding securities, insurance and commercial real estate licenses. Bryan graduated with a Bachelor of Science degree from The University of Texas at Austin and specializes in asset management, trading, economics, finance, real estate investments and other alternative, non-traded investments. Bryan?s current clients include high net worth investors, businesses, institutions, endowments and trusts.

Bryan was originally born in Houston and lived in Houston, New Orleans and The Hague, Netherlands. Bryan graduated from The University of Texas at Austin with a Bachelor of Science degree in May 2003. He started his career in finance and wealth management in January 2003 working at Smith Barney. Bryan then was recruited by NYLife Securities, where he worked for over 2 years. After quickly realizing he can provide an enhanced investment platform, lower fees and better client support than the traditional wire-house model, Bryan started Blue Pacific Wealth Management, Inc. in 2005.

Bryan is married to Anastasia Bourgeois. Anastasia also works as a financial planner and graduated from the University of Texas at Austin in May 2003 in Economics. She has a background working in corporate finance. Anastasia holds securities licenses and is a Registered Representative. On a personal note, Bryan and Anastasia Bourgeois are proud parents of their daughter, Milana Bourgeois, and are expecting a baby boy in early 2014.

Communities Served

All 50 states

Office Hours

wiseradvisor-balck-li-img Mon. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Tue. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Wed. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Thu. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Fri. 9:00 AM - 5:00 PM

Compensation Arrangements

Check Money Order

Social Networks


tweeter facebook linkedin google plus