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.

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...

Chad is the recipient of the 2018 Bourke Wealth Management Scholarship award administered by the Santa Barbara Scholarship Foundation, kindly sent us the following letter. Congratulations, Chad!

Bourke Wealth Management is proud to announce that Kevin Bourke, the founder, was listed for the fourth time as one of the ‘Who’s Who’ in the June 8, 2018 issue.