Why Choose Bourke Wealth Management
It’s not just business —
it’s family.
Meet the dad-and-daughters team committed to your financial success.
Our business is more than a profession; it’s a family legacy. As fiduciaries, we are legally and ethically committed to putting your best interests first—just as we would for our own family.
Kevin has been a financial advisor since 1987, and Rachael and Olivia contribute over a decade of combined experience. Together, we provide expert, client-first financial guidance with the same unwavering dedication that has defined our firm for decades.
We understand that finances are deeply personal. Like family, we honor your trust with the care, transparency, and attention it deserves.
Our team’s expertise is reflected in these distinguished designations:
Who We Work With
We specialize in helping retirees and soon-to-be retirees who seek steady growth without unnecessary risk.
As fiduciaries, we provide transparent, client-first financial guidance so you can retire with confidence.
Our clients value a relationship-first approach and the peace of mind that comes with working with a trusted family firm.
What We Do
Your wealth is more than numbers—it’s freedom, security, and the legacy you leave behind.
While managing your investments is integral and we take it very seriously, our advisors understand that true wealth goes beyond your portfolio. As CERTIFIED FINANCIAL PLANNERⓇ professionals, we specialize in:
Investment Management
Our clients trust us to build investment portfolios suited to their goals and preferences.
Tax Planning
We help clients keep more of their wealth by keeping a focus on tax efficient management.
Estate Planning
Our team of advisors help make sure your accounts and beneficiaries are titled to meet your legacy goals.
Insurance Planning
Protect what matters most with appropriate insurance coverage to meet your family’s needs.
Philanthropic Planning
Donate to the organizations you care about with tax smart gifting strategies.
Let’s Get Started
Interested in Working Together?
Get started in three easy steps:
Get in touch
Give us a call or click the “Get Started Now” button below to submit your contact information and a member of our team will contact you within two business days.
Have an introductory call
We’ll chat to ensure we’re the right fit for your financial needs.
Meet with an Advisor
In your first meeting, we’ll discuss your unique situation and get started on a personalized financial plan tailored just for you.
Blog
Latest Articles From Our Blog
Subscribe to our Blog
Receive a FREE Chapter from Kevin’s book “Make Your Money Last A Lifetime®” and stay up to date with Money and Markets by subscribing to our blog.