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 - October 2024The price of Fed rate cut success is steep, but not too steep

The Fed has finally aggressively lowered interest rates. While a steeper yield curve reflects the market’s optimism that rate cuts will shore up the economic outlook, further steepness could be a sign the Fed will cut rates deeply, likely due to a recession. Read the Global Insight Monthly »

Social Media

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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.

Clients hoping to maximize retirement funds may want to explore Roth IRAs. Converting to a Roth IRA is an increasingly popular retirement strategy, but bear in mind it certainly isn't a one-size-fits-all solution.

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Older Americans are spending more years with chronic ailments, which often come with higher medical bills, experts said....

Life spans are growing but 'health spans' are shrinking. What that means for your money

Americans are living longer than they used to, however, older Americans are spending more years in poor health. That dynamic often can come with negative financial consequences.

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May Diwali be bright and festive for everyone!

RBC Wealth Management's Gail Winslow award was established in memory of Gail, a former RBC WM financial advisor and trailblazer for 60 years, who empowered women and inspired clients for generations. Congratulations to this year’s award recipient, Heather Krause! #WomenofRBC

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

Washington, D.C.

U.S. presidential election: Back to the future

Nov 07, 2024 | Kelly Bogdanova

In a historic political comeback, Donald Trump has again won the presidency. We look at the policies like taxes and tariffs shaping the investment climate. With political polarization high, don’t let emotions cloud your investment decisions.

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Foo dog and Shanghai Harbor

The end of China’s challenging chapter?

Oct 31, 2024 | Frédérique Carrier

China’s economy is struggling. A coordinated stimulus to curb the crippling housing crisis and support local governments is being announced. We explore the measures undertaken and contemplated and their potential implications for portfolios.

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