Kevin Bourke - Bourke Wealth Management

 Smart Choices for

 Life's Transitions

 

For over 20 years, Kevin Bourke and Bourke Wealth Management have been committed to providing education, financial planning and services to a wide variety of clients.  We are passionate in our dedication to our clients’ needs and goals.

As independent advisors, we are in the unique position to remain objective and always keep our clients’ best interests as our priority.  We do not deal in proprietary products and therefore have the unique ability to advise you impartially on financial products and services.

Our entire team is dedicated to and strongly believes in our financial planning process and our approach to asset management.*  We seek to deliver consistent results, adding value to our clients' financial well-being and greater satisfaction to enhance their quality of life.

Our success is not only measured by meeting our clients’ financial goals but also by building long term relationships.  Regardless of your age, income or personal situation, Bourke Wealth Management will work with you to define your goals: short term, mid term and long term, and then create and implement a financial plan to help you achieve those goals while building a relationship that will withstand the test of time.

Critical to our success is our Advisory Board.  This Board is made up of local professionals as well as clients who work with us in finding and implementing opportunities that enhance the quality of services and products we provide. Having an objective group of advisors is just one of the ways that Bourke Wealth Management distinguishes itself from other Santa Barbara financial advisors. 

Our priority is to help our clients meet their financial goals and in doing so live a less stressful, more secure, and more profitable life.

 Our goal is to help you 

achieve your goal. 

 

Kevin Bourke accepts new clients on a referral basis only,

from a network of accountants, attorneys, and other professionals,

as well as from his existing clients.

 

*Financial planning and asset management offered through LPL Financial.

      Securities offered through LPL Financial, Member FINRA/SIPC

 

 
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Newsletters

Understanding the Appeal of Mutual Funds for High-Income Households

Mutual fund ownership increases directly with household income. In fact, 81% of households with incomes of $200,000 or more own mutual funds. What is it about mutual funds that attracts affluent investors?

Where There's a Will, There's a Way

Only 35% of Americans have a will, yet it's a relatively simple legal document that every adult should have, regardless of wealth or age. Dying without a will can lead to unwanted outcomes and potential problems for heirs. This article discusses the importance of a will and other estate conservation documents.

Is Your Business Ready for a Structure Change

Periodically, business owners may want to reconsider whether their current business structure is meeting the needs of their companies. For business owners seeking to expand their operations and reduce their exposure to risk, a popular entity has been the limited liability company. This article describes some additional benefits associated with LLCs.

Favorable Dividend and Capital Gains Tax Rates Extended—for Now

The 2010 Tax Relief Act extended the 15% maximum tax rates on qualified dividends and long-term capital gains through December 31, 2012. But without further legislation, dividends will be taxed at ordinary income tax rates and capital gains tax rates will return to 20% (23.8% for investors in the two highest tax brackets) in 2013.

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