Blue Pacific Wealth Management

More Info

Setting the Course ... Staying on Track.

General Info

Here at Blue Pacific Wealth Management, our products, services and sophisticated approach are to the highest of standards for even the most discerning clients. In summary, we offer: - An extensive 100% independent platform from investments to insurance for individual investors, accredited investors and businesses - Trusted recommendations without competing conflicts of interests. - Fee-based planning and asset management. - Institutional investments for individual investors and businesses. We want to give you the keys that open your door to greater opportunity, financial freedom & peace of mind.........and they're yours if you want them!

Email

Email Business

BBB Rating

A+

BBB Rating and Accreditation information may be delayed up to a week.

Services/Products

1) Asset Management: Blue Pacific Wealth Management Inc. offers portfolio management services on a commission-free*, fee-based asset management platform with no loads or surrender charges.Investment vehicles in our managed accounts include stocks, corporate and tax-free bonds, exchange traded funds, commodity funds, currency funds, exchange traded notes, inverse exchange-traded funds and no-load mutual funds.We manage regular brokerage accounts, IRAs, 401(k)s, profit-sharing plans, pensions, annuities, trusts, etc. To find out more about our asset management services and our historical performance, please call us to schedule a free consultation. For fees, please see Advisory Fees.2) Commercial Real Estate Investments: Blue Pacific Wealth Management, Inc. offers an array of Commercial Real Estate Investments*.A commercial real estate investment is an investment product other than traditional investments, such as stocks, bonds or cash.A common theme to commercial real estate investments is that they usually have low correlations with traditional investments and, as such, increased diversification of investor portfolios. 3) 401 (K) & other retirement plans: Blue Pacific provides low cost 401(k) and other retirement plan solutions for you and your employees with optimal “behind-the-scenes” support. Bryan Bourgeois has access to the key building blocks of a diversified asset allocation with no proprietary product limitations. Advisor-designed and advisor-managed portfolios will provide a hands-off option to your employees and will help move them closer to their retirement goals.The Blue Pacific 401(k) offers investment choices from all U.S. equity markets, international equity markets, fixed-income markets, REIT markets, commodity markets and currency markets. This includes common stocks, preferred securities, inflation-protected securities, gold, silver and foreign currency funds.

Languages

English, Spanish

Other Link

Call for Free Financial Planning Consultation

Categories

Financing Consultants, Financial Services, Investment Advisory Service, Investment Management, Investments

Details

Phone: (512) 462-3704

Address: 2501 W William Cannon Dr Ste 204, Austin, TX 78745

Website: Call for Free Financial Planning Consultation