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 Monthly

Global Insight Monthly cover - April 2025

Global equities: a confluence or possibilities

Equity markets have followed diverse paths in the first three months of 2025. We think several factors are now in play that will influence the direction they take from here. Read the Global Insight Monthly »

Social Media

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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.

Last weekend The Pacific Group participated in the Race for Autism SUPERHERO 5K supporting a cause that holds a special place in our hearts. This yearly event helps raise awareness, acceptance, and funding to improve opportunities for autistic individuals.

Over $37 billion in scam losses have been reported to the FBI during the past five years. Learn more to protect yourself from cybercrime. https://docs.rbcwealthmanagement.com/us/0442-crypto-investment-scams.pdf

Did you know nearly half of primary household earners are women? Women wield incredible economic power and are inclined to use it for good; two-thirds believe they can address social issues through impact investing according to a survey sponsored by RBC Wealth Management. If you would like to know more about aligning your investments with your values, give me a call.

FUD — fear, uncertainty, doubt — is running rampant these days, but that doesn’t mean retirement savers need to react. Here is why it pays to stay the course.

Trump to Tariffs: How Retirees Can Manage Market Turmoil

Market swings and economic uncertainty can be challenging for retirees, but maintaining a long-term perspective is key. Michael Schuette of RBC Wealth Management emphasizes the importance of sticking to a well-structured investment plan rather than making reactive moves based on short-term market fluctuations. Read more about his thoughts about managing market uncertainty in retirement in Kiplinger. #RetirementPlanning #WealthManagement

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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

Latest Insights

Businessman shopping

The Fed and its dueling dual mandate

May 09, 2025 | Thomas Garretson, CFA

Questions regarding the Federal Reserve’s price stability and maximum employment mandates abound. We look at what investors should know at a time when there is a lack of clarity regarding the central bank’s next moves.

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Women looking at art in a museum

Investing in art: What to know about turning a passion into a purposeful wealth strategy

May 08, 2025 | RBC Wealth Management

Fine art can be an enjoyable investment for diversified wealth management, but it comes with unique risks.

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