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 2025 Outlook: Beyond the Horizon

Global Insight Monthly cover - November 2024

Following strong equity gains and significant fixed income volatility, investors should prepare for a more complex and dynamic environment in 2025. Read the Global Insight Outlook »

Social Media

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Our Pacific Group family wishes you and your family a happy, healthy and successful 2025! Cheers!!!

May your Hanukkah season be filled with joy and peace.

Hope your Christmas is festive and that you and your loved ones enjoy favorite traditions together!

Every year the Pacific Group partners with “Operation Help a Hero” by adopting an active-duty military family in our community. The highlight of our season is helping these families experience the holiday magic.

Starting in 2025, older workers can save even more for retirement via 401(k) catch-up contributions. Here's what investors need to know.

Big retirement rule changes are coming in 2025 — here's how you can save more money

The IRS just unveiled changes regarding retirement contributions and deferrals for the new year. Read more about these revisions.

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Contact

The Pacific Group

619-699-7151
brian.neault@rbc.com

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Helping you manage, grow, and protect your wealth

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Latest Insights

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Financial health and wellness - a reality checkup for the new year

Jan 10, 2025 | Angie O'Leary

Want better financial health in the year ahead? Focus on these four things.

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New York Stock Exchange

U.S. equity returns in 2024: Premium performance

Jan 10, 2025 | Kelly Bogdanova

We pinpoint five reasons why U.S. equities capped off a banner year in 2024 and why investors were willing to pay for premium valuations. We also offer thoughts on the environment in 2025 and how to approach portfolio positioning.

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