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.

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.

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.

“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 […]

Christian Mayo Hernandez, the recipient of the 2019 Bourke Wealth Management Scholarship award administered by the Santa Barbara Scholarship Foundation, is an enthusiastic student who has proved his work ethic and determination will not waver. We are thrilled to grant him this year’s scholarship. Congratulations, Christian! Below are the letters we received from the Scholarship […]

Kevin was recently interviewed on a local show, Design Center Santa Barbara, and answered questions such as: How much can I spend in retirement? What is the biggest mistake people make in financial planning? Should parents help their kids financially? And more...