Sharing your vision, earning your trust

Welcome

Family is important to The Pacific Group. We recognize that family can mean something different to everyone, and whether that includes your children and grandchildren, your closest friends, or your favorite charities, we support your unique family through both good times and challenging life events. We focus on your needs, wants, and wishes to build a tailored wealth plan for you and your family to live the lives you truly want. Let our family take care of your family.

Brian Neault named one of Forbes Top Next-Gen Wealth Advisors

At The Pacific Group, we are very proud that Financial Advisor Brian Neault was named a Forbes Top Next-Gen Wealth Advisor in 2023. It’s an honor to have a teammate nationally recognized as one of the best in the industry—because it means we are serving our clients well. Congratulations, Brian!

Sanya Mulhern named one of Forbes Top Women Wealth Advisors

At The Pacific Group, we are very proud that Financial Advisor Sanya Mulhern was named a Forbes Top Women Wealth Advisor in 2023 and 2024. It’s an honor to have a teammate nationally recognized as one of the best in the industry—because it means we are serving our clients well. Congratulations, Sanya!

Global Insight 2025 Outlook: Beyond the Horizon

Global Insight Monthly cover - November 2024

Following strong equity gains and significant fixed income volatility, investors should prepare for a more complex and dynamic environment in 2025. Read the Global Insight Outlook »

Social Media

See footer below for group’s social profiles >

Every year the Pacific Group partners with “Operation Help a Hero” by adopting an active-duty military family in our community. The highlight of our season is helping these families experience the holiday magic.

Starting in 2025, older workers can save even more for retirement via 401(k) catch-up contributions. Here's what investors need to know.

Big retirement rule changes are coming in 2025 — here's how you can save more money

The IRS just unveiled changes regarding retirement contributions and deferrals for the new year. Read more about these revisions.

Read More

The end of the calendar year is an ideal time to review or fill out the Family Inventory from RBC Wealth Management, a workbook designed to compile all your wealth planning information in one place for you and your loved ones. Contact me today for a copy.

If you’re 73 or older and haven’t taken your required minimum distributions (RMDs) from your IRAs yet this year, let’s talk. You have options, including competitive yields for your cash as part of your wealth plan.

Considering an aircraft or yacht purchase or upgrade? Contact me to learn more about our high-net-worth lending resources.

Contact

The Pacific Group

619-699-7151
brian.neault@rbc.com

Let's start the conversation

If you want to discuss your portfolio or have financial questions, please fill out the below form.

To protect your privacy, we ask that you not send any confidential information, such as bank account numbers, credit card information or account details, through this contact us form.

*Required fields

The Pacific Group difference

Helping you manage, grow, and protect your wealth

Bulletin board

Latest Insights

Woman shopping for groceries

The Fed approaches a new phase of interest rate policy

Dec 19, 2024 | Atul Bhatia, CFA

Markets head lower following a hawkish rate cut by the U.S. Federal Reserve. We discuss the reasons behind the Fed’s shift and if investors really need to fear higher rates caused by stronger growth.

Read more
Busy office workers

U.S. productivity renaissance

Dec 12, 2024 | Joseph Wu, CFA

Higher productivity has propelled the U.S. economy ahead of its major peers in recent years, offering a blueprint for other countries and raising the stakes in the global race to harness emergent technologies such as GenAI.

Read more