WHO CAN I HELP?

My services are designed for individuals, families, businesses and other organizations that require professional assistance managing their wealth.

Business Owners who need help managing their personal and business assets

Pre-retires and Retirees requiring innovative strategies to help maximize their after-tax retirement income, while protecting their financial security

Well-established families seeking professional guidance transferring wealth to the next generation in a tax-efficient manner

High-Net-Worth Individuals, families, etc.
Working with a team of professionals, we are able to provide the most innovative solutions to the tax and estate planning challenges facing the ultra affluent.

  • - Harry L. Client for over 15 years

    "Bob Burke has profoundly influenced our lives. He convinced us we were ready to retire and has been continually helpful in reinvesting our savings. We have recommended new clients to him and they, too, have been very pleased with his assistance with personal finances."

  • - Irene Dunny, San Diego, CA. client for over 30 years

    “Bob Burke has been my financial planner and advisor for over thirty years. Thanks to his high standards and professional approach to growing my investments, I have been enjoying a comfortable, worry-free retirement for twenty years. The ups and downs of the stock market don’t impact my income at all. I can only attribute that to his expertise and thoughtful investing practices. He keeps a close watch on the stock market and does extensive research on a company before he suggests investing, often meeting with the CEOs and CFOs He is very careful to attend to my values and suggests green and socially responsible companies.”

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