Rachael comes to Bourke Wealth Management after spending several years as a Planning Consultant at Fidelity Investments in both Portland, Oregon and Vancouver, Washington. She brings with her experience in eMoney, which for many years has served as Bourke Wealth Management’s primary financial planning system. Rachael attended Santa Barbara City College, earning three associate degrees. As of the fall of 2023 she is attending Oregon State University to obtain a degree in Managerial Economics. Rachael is also Kevin’s daughter, so finance has always been a part of her life. Rachael got somet ..read more

Bourke Wealth Management is a registered investment adviser. This brochure is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Bourke Wealth Management and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Bourke Wealth Management unless a client service agreement is in place. Bourke Wealth Management provides links for your convenience to websites produced by other provide ..read more

When I was young, we played Monopoly endlessly. Monopoly can be played for hours, sometimes days, if not for one challenge. What do you do when you run out of money? Our solution was to buy another Monopoly game. My mom found one at a yard sale, made sure it had plenty of Monopoly money and brought it home. Let’s call this ‘printing money.’ After a while, this also led to ‘side deals,’ where someone with too much property but too little cash would sell a property to another player – usually at a higher price than indicated on the board. Let’s call this ‘inflation.’ You may have heard that the ..read more

Have you ever played the free online video game called Fornite? No? Me neither. But my sons have for hours on end, along with 350 million other registered players. According to documents released by its maker Epic Games, Fortnite generated over $5 Billion in profit in 2018. (1) At this point, you may be scratching your head. How does a free game generate $5 Billion in profit in one year? It’s because downloading and playing the game is free but players can purchase digital assets, sometimes called ‘skins.’ A skin is a graphic or audio download which changes the appearance of characters in vide ..read more

As it became apparent that Covid was going to lock things down for a prolonged period I determined to make use of this opportunity to continue my education. To that end I spent weeks taking online classes and watching educational webinars. Perhaps the most impactful step I took was to answer the above question: What is up with bitcoin? The New York Institute of Finance, founded in 1922 by the New York Stock Exchange, saw the need to educate Registered Investment Advisors (RIAs) like myself on the topic of digital assets. Their response was to create an educational course leading to a cert ..read more

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By admin In In The Media Kevin is Featured in Pacific Coast Business Times 2021 “Who’s Who in Banking and Finance” Read Article By admin In In The Media Kevin is Featured Again in Pacific Coast Business Times 2020 “Who’s Who in Banking and Finance” Read Article By admin In Appearances Jack Canfield and Kevin Bourke Chat Read Article Kevin is featured often in the media, both in print and on TV. He has shared his insights many times on KEYT-TV (Santa Barbara’s ABC affiliate),Yahoo Finance, Pacific Coast Business Times and has been quoted in the Santa Barbara Ne ..read more

We are actively looking for advisors to join us. Are you close to retiring and looking for a succession plan? Or are you an advisor looking to grow your fee based book of business? We offer a turnkey, proven method to assist you. Please watch this two minute video to hear about John Lee’s experience moving to Bourke Wealth Management. If you’re looking toward retirement, Bourke Wealth Management offers: An opportunity for you to realize the benefit of the effort you’ve devoted to building your business. It’s likely that we can offer a significantly greater buyout than what you curre ..read more

Divorce, loss of a loved one, retirement or the sale of a business along with so many of life’s experiences each presents its own unique challenge. These challenges call for a financial advisor who listens carefully to your specific concerns and can handcraft a customized strategy. I strive to be that advisor for those with two million dollars or more in investible assets. As the founder of Bourke Wealth Management and author of the book Make Your Money Last a Lifetime®, I’ve worked extensively in the field of financial management since 1987. My designations include CERTIFIED FINANCI ..read more