Bourke Wealth Management
Finance · California, United States · 1-10 Employees
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Overview
Headquarters
222 E Canon Perdido St Ste 305, Santa Ba...Phone Number
(805) 966-2122Website
www.bourkewealth.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Feb
Mar
Apr
May
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Jul
ZI Rank
1
1
1
1
1
1
About Bourke Wealth Management
Bourke Wealth Management is a family-run wealth management firm based in Santa Barbara, offering a range of financial services including investment management, tax planning, estate planning, insurance planning, and philanthropic strategies. Established in 1987, the firm focuses on personalized financial solutions tailored to the unique goals of their clients, primarily retirees and soon-to-be retirees who seek steady growth. Their fiduciary commitment ensures a client-first approach, reflecting a dedication to transparency and care in financial guidance. The firm's experienced team, led by a father-and-daughters trio, emphasizes a relationship-first philosophy, prioritizing trust and individualized support.Explore more
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Revenue
Number of Employees
Type
Funding
Founded In
Bourke Wealth Management
<$5M
1-10
Private
-
2018
N/A
Company Profile Activity
Activity Insights
Bourke Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
Bourke Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Bourke Wealth Management.
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Bourke Wealth Management is a family-run wealth management firm based in Santa Barbara, offering a range of financial services including investment management, tax planning, estate planning, insurance planning, and philanthropic strategies. Established in 1987, the firm focuses on personalized financial solutions tailored to the unique goals of the... Read More
