Sharing your vision, earning your trust


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.

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 Monthly

GI Monthly

Five disruptors to the U.S. economic cycle

We’re increasingly of the view that a series of disruptions are masking a very real cyclical U.S. economic slowdown underneath the surface.

Read more in Global Insight Monthly

Social Media

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Today, and every day, we honor the remarkable courage and sacrifice of our nation's veterans. For my family, service is a legacy, with multiple generations having served our country, including myself. The values they embodied—duty, honor, and selflessness—continue to shape my life and career. Happy Veteran’s Day!

Everyone wants to be on the path to financial success, but the road isn't always obvious. I have educational resources to help you and your loved ones find the way. Let me know how I can help! https://docs.rbcwealthmanagement.com/us/68599-Wealth-Insights-Young-Professionals-Brochure.pdf

A big thank you to RBC Wealth Management for hosting a Day at the Races! The Pacific Group enjoyed a beautiful day at the Del Mar Racetrack surrounded by clients, colleagues, and new friends. Events like these showcase how RBC not only supports and values their advisors, but prioritizes the importance of meaningful client interactions and deepening client relationships.

Last week the Pacific Group enjoyed some team bonding as we cheered on the Padres. Getting out of the office and spending time together outside of work is always valuable – it builds stronger relationships, better communication, and a more connected team.

PDF Document

crisis-or-opportunity-24dae5c2346f46d9a607339bdd1b0a68.pdf

Even during volatile markets, staying invested over time has its rewards. Contact me to talk about consolidating your retirement assets at RBC Wealth Management and get a plan to help achieve your long-term goals.

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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

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What the One Big Beautiful Bill Act means for charitable giving in 2026 and beyond—and what donors can do now

Nov 20, 2025 | RBC Wealth Management

The OBBBA will reduce charitable tax breaks for high-income donors starting in January. Here's how to prepare before year-end.

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Older woman in her ceramic studio looking at a tablet

Planning for succession

Nov 18, 2025 | RBC Wealth Management

If you’ve been wondering about the future of your business after you retire, here’s a quick look at some of the factors you may want to consider.

Read more