Proud to be a Forbes Best-in-State Wealth Management Team

We are proud to be recognized by Forbes in 2024 as a Best-in-State Wealth Management Team.

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 Midyear Outlook

Global Insight Monthly cover - May 2025

Curves ahead

Major markets and economies will continue to navigate around Washington and Fed policies. On the road ahead, there are at least two new factors to consider. Read the Global Insight Monthly »

Social Media

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Please join me in congratulating Steve Lahre for being named one of the 200 advisors to watch with over $1B assets under management by AdvisorHub. The list highlights innovative, forward-thinking advisors and their teams who focus on growing their business without compromising their level of service.

Did you know love and money don’t have to be a point of contention? Saving and investing isn’t just about money. It’s about enabling your family’s goals and dreams. Our Pacific Group family can help yours navigate difficult conversations around shared finances. Contact us to get started.

The art you appreciate and invest in deserves top-notch, experienced professional support. Whether you seek to build a collection or refine your current portfolio, we offer exclusive art advisory resources that reflect your palette and preferences.

With teens, it doesn't help to just say no to screen time. Instead, experts suggest teaching them to be smarter viewers of content, and learn to recognize how...

Here are 4 ways parents can help their teens be smart with screen time

Struggling to set healthy screen time limits with your children? Check out this article from the American Psychological Association that offers practical strategies every parent can use - without the power struggles.

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We had a wonderful time hosting a floral arrangement event with our clients this week. It was a great opportunity to connect, get creative, and learn the art of floral design together. Moments like these remind us how valuable it is to slow down and share new experiences. As we selected each stem and brought our arrangements to life, it was a perfect reminder that meaningful relationships – like great bouquets – are built with intention, balance, and connection.

Contact

The Pacific Group

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

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The Pacific Group difference

Helping you manage, grow, and protect your wealth

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Latest Insights

Gold bars

Gold’s regime change?

Jun 26, 2025 | Joseph Wu, CFA

The longstanding inverse relationship between gold and real interest rates seems to have broken down, suggesting new forces—central bank buying, geopolitical uncertainty, and portfolio diversification—have a larger role in driving demand.

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Retired man playing tennis

A comfortable retirement starts with a personal income plan

Jun 24, 2025 | RBC Wealth Management

Worried about outliving your savings? Learn how annuities can provide guaranteed income and stability in your wealth plan

Read more