IAR

Our fee-based approach provides our clients greater satisfaction that comes from knowing their financial advisor's interests are aligned with their own. We work diligently to trim the fees investors pay for financial services... Because the majority of our clients are age 55 and above, we are deeply interested in issues that affect seniors, retirees and their adult children. Bourke Wealth Management therefore donates a percentage of all revenues to support non-profits, organizations and causes that we feel work for the best interests of our clients... While investment management is the core of our business our expertise includes divorce, estate, education, tax, and retirement planning for those with one million dollars or more in investable assets.

Primary location: Santa Barbara United States