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 - May 2025

Imbalancing act

Running up debts to buy foreign goods is unsustainable in the long term. Identifying the problem is simple, but we see no easy or quick escape for the U.S. from the imbalances built up over the last four decades. Read the Global Insight Monthly »

Social Media

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Did you know love and money don’t have to be a point of contention? Saving and investing isn’t just about money. It’s about enabling your family’s goals and dreams. Our Pacific Group family can help yours navigate difficult conversations around shared finances. Contact us to get started.

The art you appreciate and invest in deserves top-notch, experienced professional support. Whether you seek to build a collection or refine your current portfolio, we offer exclusive art advisory resources that reflect your palette and preferences.

With teens, it doesn't help to just say no to screen time. Instead, experts suggest teaching them to be smarter viewers of content, and learn to recognize how...

Here are 4 ways parents can help their teens be smart with screen time

Struggling to set healthy screen time limits with your children? Check out this article from the American Psychological Association that offers practical strategies every parent can use - without the power struggles.

Read More

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.

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

Woman checking stock chart

Is the rebound for real?

May 29, 2025 | Robert Sluymer, CFA

Equity markets have bounced back smartly in Q2. Technical analysis suggests a move higher into early-to-mid-Q3, but investors should watch the U.S. dollar, and more importantly, 30-year and 10-year U.S. Treasury yields.

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College aged woman studying on floor with computer.

Think you're too late for a 529 plan? Think again

May 27, 2025 | RBC Wealth Management

A 529 savings plan may be an effective tool to build a tuition nest egg, even if your child is starting college soon.

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