Overview

Bourke Wealth Management is interested in purchasing a book of business from a retiring advisor or bringing an experienced advisor in house, either as an employee or independent contractor. We are 100% fee based, work primarily with retirees, divorcees, widows, new inheritances and those who have recently sold a business or property. We go far beyond investments and assist clients with the entire gamut of wealth management. We are interested in a similar practice. Ideally, this practice would be located within 90 miles of Santa Barbara, CA. We have financing available.

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