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 2024The death of (traditional value)

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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.

Let’s honor the leaders that shaped our nation’s history. May their dedication and vision continue to inspire us.

Do you use PayPal or Venmo? The IRS is giving you a break.

This is the second consecutive year the IRS has delayed enacting the new regulation, which has previously sparked significant pushback from online selling platforms.

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Are you concerned about a loved one being vulnerable to friendship and romance scams online? Join our exclusive webcast to discover valuable tips on how you can help protect your loved ones from being targeted online. https://docs.rbcwealthmanagement.com/us/0445-friend-or-fraud.pdf

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

Shibuya intersection

Shaking up corporate Japan

Feb 22, 2024 | Frédérique Carrier

The Nikkei 225 recently climbed past its all-time closing high. We explore the factors behind investors’ enthusiasm and explain why a disappointing macroeconomic backdrop is not seen as obstacle.

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Positioning for inflation shocks

Feb 15, 2024 | Sean Killin

Geopolitical tensions and policy uncertainty are driving inflation risks. We look at the potential role of fixed income in portfolio positioning.

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