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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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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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.

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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    Disclosures

    The 2024 Forbes Best-in-State Wealth Management Teams award was announced January 2024. Data as of 3/31/23. The award was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings and a ranking algorithm that includes: a measure of each team’s best practices, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and team, and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results.  Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. This is not indicative of this financial advisor’s future performance.

    The 2023 "Forbes Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State" award was announced August 2023. Data as of 3/31/2023. SHOOK considered advisors born in 1984 or later with a minimum 4 years as an advisor. Advisors have: built their own practices and lead their teams; joined teams and are viewed as future leadership; or a combination of both. Ranking algorithm is based on qualitative measures: telephone and in-person interviews to measure best practices, client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. This is not indicative of this financial advisor’s future performance.

    The 2023 Forbes "Top Women Wealth Advisors" and "Top Women Wealth Advisors Best-in-State" award was announced February 2023. Data as of 9/30/2022. The award was developed by SHOOK Research and is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. This is not indicative of this financial advisor’s future performance. For more information: www.SHOOKresearch.com.

    The 2024 Forbes "Top Women Wealth Advisors" and "Top Women Wealth Advisors Best-in-State" award was announced February 2024. Data as of 9/30/2023. The award was developed by SHOOK Research and is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. This is not indicative of this financial advisor’s future performance. For more information: . www.SHOOKresearch.com.

    Steve Lahre is currently registered to conduct business with residents of the following states: AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, NE, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WI. California Insurance License # 0A12765.

    Steve Lahre, NMLS # 1523521, Sanya Mulhern, NMLS # 633433, Brian Neault, NMLS # 1520482, and Amy Melton, NMLS # 2607796 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

    Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

    Sanya Mulhern is currently registered to conduct business with residents of the following states: AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, NE, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WI. California Insurance License # 0E68054.

    Brian Neault is currently registered to conduct business with residents of the following states: AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, NE, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WI. California Insurance License # 0G84200.

    Amy Melton is currently registered to conduct business with residents of the following states: AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, NE, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WI. California Insurance License # 4388281.