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 Monthly

Global Insight Cover Image - Feb 2024Four for 2024: Key things to know about U.S. Elections

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Mental Health America: Giving a Voice to an Often-Unspoken Crisis | NPTrust

“What I really appreciate about DAF donors is their intention to make investments in the world. There’s clearly a change they want to see or a narrative they want to be a part of.” How can donor-advised funds help you create a meaningful impact? Read more: https://www.nptrust.org/philanthropic-resources/philanthropist/mental-health-america-giving-a-voice-to-an-often-unspoken-crisis/

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As a special “thank you” to the inspiring women in our lives, our team recently hosted a charcuterie board creation event. Lots of laughs and fun conversations were shared while learning a new skill with clients and friends. Happy International Women’s Day!

Your cash can work for you. Earn up to 5.39% APY with qualifying cash held in your eligible RBC Wealth Management account. Contact me today to learn more. Terms and conditions: https://www.rbcwealthmanagement.com/en-us/solutions/cash-management

Vacation solved: Make waves with a luxury yacht charter

Ready to set sail on your next adventure? Book your own private vessel. Ask me how with RBC Echelon services. Read more to whet your appetite:

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When you do what you love, it's not work! Honored to be recognized by Forbes as a Top Women Wealth Advisor Best-In-State for the second year in a row. I'm grateful to my team for helping me achieve this milestone, as this award reflects the care, dedication and integrity we all aspire to in serving our clients and their families each day.

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

Latest Insights

Driving toward the horizon

The importance of focusing on time horizon

Mar 14, 2024 | Atul Bhatia, CFA

Too often, we find investors focusing on what the press puts before them instead of concentrating on issues relevant to their goals. We explain why investment time horizon should be a key focus of portfolio thinking.

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Kelly Bogdanova and Tylar Lunke

2024 presidential election update: Key things to know about U.S. elections & the market

Mar 12, 2024 | Kelly Bogdanova and Tylar Lunke

What can we learn about returns from past elections? What campaign issues are the markets watching? What current factors are bigger drivers of stock prices than the election?

Read more