Make Your Money Last a Lifetime®

How do you finance twenty, thirty or more years in retirement? Since 1987, Kevin Bourke, of Bourke Wealth Management, has helped seniors and retirees manage this challenging issue.

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About Us

About Us

Integrity, honesty and professionalism are among the most critical attributes one should look for in a financial advisor. These principles are most often used to describe Kevin Bourke. Bourke Wealth Management is committed to the highest ethical standards of this industry.

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A Life in Transition

A Life in Transition

Life is a series of transitions and decisions must be made all along the way. As life and circumstances progress, making decisions regarding staying in your own home, downsizing, or moving into a retirement community each present its own set of questions.

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Wealth Management

Wealth Management

Because we are independent and offer no proprietary products, you can rest assured that our wealth management recommendations are objective and without conflicts of interest. We are free to look after your best interests.

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Make Your Money Last a Lifetime®
How do you finance twenty, thirty or more years in retirement? For over thirty years, Kevin Bourke has helped seniors and retirees manage this challenging issue. With this book, he will share some of his secrets to making your money last as long as you do.

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Make Your Money Last a Lifetime - Santa Barbara Wealth Manager Kevin Bourke

Jack Canfield and Kevin Bourke Chat

Jack Canfield is the co-author of the Chicken Soup for the Soul series, which has more than 250 titles and 500 million copies in print in over 40 languages. In 2012, after reading my book Make Your Money Last a Lifetime, he was kind enough to write a testimonial for it.  In 2019 Jack decided […]

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‘This Time Is Different’

“This time is different” – John Templeton, one of the most respected investors in history. He wrote those words in his 1933 classic, “16 rules for Investment Success.” Taken out of context, it sounds like, ‘this time really is different.’ But the entire sentence read, “The investor who says, ‘This time is different,’ when in […]

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