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 Monthly cover - November 2024Debunking debt disaster

Myths may be important to folklore, but they're not helpful in finance. We look at the facts behind some of the common myths surrounding the U.S. national debt. Read the Global Insight Monthly »

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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.

Please help us congratulate Michelle Colombo on her new role as Divisional Manager, Administration - West Division! This promotion comes as no surprise to those of us in the San Diego branch. We have seen Michelle work her way up at RBC due to her understanding of the business, her commonsense approach, and by always doing more than her role requires. Congratulations, Michelle! We are all so proud of you! (Michelle is pictured here standing directly below the RBC letters.)

Honoring all veterans today! Thank you for serving our nation and protecting our freedom.

November is Long-Term Care Awareness Month, a reminder to prepare for the future. Let's discuss how to help ensure your or your older family members are well taken care of. Schedule a meeting with me today to discuss your options.

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

multigenerational family meal

Four ways to pass down your family home to your children

Nov 18, 2024 | RBC Wealth Management

Drawing up a clear estate plan can ensure your property is distributed in a way that suits both you and your family’s best interests.

Read more
Business people talking

Fed rate cuts for what?

Nov 14, 2024 | Thomas Garretson, CFA

The Fed has cut policy rates by 75 basis points since September only to see longer-term Treasury yields and mortgage rates increase by the same degree. We take a closer look at this divergence and its implications.

Read more