If anyone had told fifteen year-old Andrew that one day he would be worth tens of millions of dollars, he would have said something like, “Great! I won’t have any money worries.”
Now that Andrew has a net worth in the tens of millions of dollars, he recognizes that this is not the case. While money does allow certain freedoms, it also brings with it responsibility and yes, even its own set of challenges.
Bourke Wealth Management, along with LPL Financial (one of the largest brokerage firms in the United States, as reported in Financial Planning Magazine, June 1996-2016, based on total revenue), has the expertise and capability to provide specialized services to high net worth clients and institutions, defined as those with greater than $5 million in investable assets. We offer these services through our Private Client Group.
LPL Private Client provides centralized access to specialized experts who can offer advice and implementation strategies across the spectrum of wealth management needs. Through case design support and industry leading education and training, LPL Private Client provides a foundation for us to service these clients and institutions.
This experienced team focuses on providing the resources to meet the unique needs of high-net-worth investors, including concentrated stock management, portfolio construction, risk management, investment strategies, wealth preservation strategies, collateralized lending and more.
Bourke Wealth Management leverages LPL Private Client to provide expertise in the following areas:
• Analysis – Together, Bourke Wealth Management and LPL Private Client explore your opportunities and strategize how best to support you and establish an action plan for next steps.
• Guidance – LPL Private Client provides Bourke Wealth Management a centralized point of contact for access to guidance and assistance from various subject matter experts across the firm who can address the spectrum of wealth management issues. They partner with us to develop customized proposals and presentations that evaluate investment options, articulate the investment consulting process, and illustrate the overall financial strategy.
• Implementation – For high net worth investors, we invite you to a personalized Private Client Briefing held at one of the LPL Financial Home Offices. LPL Private Client can assist in delivering client presentations.
• Review – Maintaining long-term relationships with our high-net-worth clients is the ultimate goal. LPL Private Client is also committed to assisting with client reviews on an ongoing basis.
LPL Private Group and Bourke Wealth Management are separate entities.