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PLAN TO LIVE WELL.


Miami Asset Management, Inc. is a Registered Investment Advisory firm providing Financial Planning, Investment Advisory and Portfolio Management through TD Ameritrade Institutional’s custodial platform.  Bryan Bourgeois, Financial Advisor and Principal of the firm, has over 15 years experience working with individuals, families, businesses and partnerships, helping them find the best way to plan and invest for their future.

Perspectives

MARKET UPDATE & OUTLOOK FOR 2019

JANUARY 2, 2019 MARKET UPDATE & OUTLOOK FOR 2019 Earnings and economic data remained positive in the U.S. throughout 2018, posting an annual growth rate of 3.4% as of September 2018.  Global growth began to slow in late spring of 2018, but still posted a 1.6% growth rate for the Eurozone and approximately 6% for China. Despite the backdrop of strong economic
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10 POPULAR STOCKS THAT WOULD BE HIT HARD IF TRUMP STARTED A TRADE WAR

Apple, Caterpillar and Wynn Resorts are businesses that could be especially hurt if other countries or trade blocs retaliate. President Trump’s discussion on tariffs has the capacity to initiate a trade war. Surely there’ll be plenty of commotion, as is customary with Trump, and in our investigation, the likelihood of a trade war with dire consequences isn’t large. Nonetheless, it’s only prudent to
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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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Contact Bryan


Bryan Bourgeois, President of Blue Pacific Wealth Management, Inc., is a Portfolio Manager and Advisor.  He 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.
  • Domestic and international family offices, wealth funds and endowments.
  • High-net-worth individuals







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.