Sharing your vision, earning your trust


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.

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 - August 2025

Transmission framework: How tariffs will flow through the U.S. economy

As U.S. tariff policy continues to evolve, investors are facing more questions than answers. RBC Economics provides a roadmap on when and where tariffs will start to impact the U.S. economy. Read the Global Insight Monthly »

Social Media

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A big thank you to RBC Wealth Management for hosting a Day at the Races! The Pacific Group enjoyed a beautiful day at the Del Mar Racetrack surrounded by clients, colleagues, and new friends. Events like these showcase how RBC not only supports and values their advisors, but prioritizes the importance of meaningful client interactions and deepening client relationships.

Last week the Pacific Group enjoyed some team bonding as we cheered on the Padres. Getting out of the office and spending time together outside of work is always valuable – it builds stronger relationships, better communication, and a more connected team.

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Even during volatile markets, staying invested over time has its rewards. Contact me to talk about consolidating your retirement assets at RBC Wealth Management and get a plan to help achieve your long-term goals.

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Please join me in congratulating Steve Lahre for being named one of the 200 advisors to watch with over $1B assets under management by AdvisorHub. The list highlights innovative, forward-thinking advisors and their teams who focus on growing their business without compromising their level of service.

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.

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

Umbrellas

Nothing new about September slides for stock markets

Aug 28, 2025 | Kelly Bogdanova

Equity investors have long dreaded September. But we provide some context as to why stocks tend to sag in the month and explain why investors should keep their eye on the long-term ball when it comes to portfolio positioning.

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happy grandfather and granddaughter

Life reimagined: The biotech revolution and longevity

Aug 27, 2025 | Frédérique Carrier

There’s more to a long life than simply a long lifespan. The number of years we spend in good health, or healthspan, is key. With biotech spurring promising medical innovations, we look at how it can fit into investment portfolios.

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