Meet Will F. O’Rourke

Will O’Rourke is a private wealth manager and estate planning attorney with a unique blend of legal expertise and financial acumen. Specializing in serving key executives and business With over 10 years of professional experience, he has earned a reputation for providing high-net-worth individuals and families with personalized solutions that help to protect their assets, minimize taxes, and provide a plan for their financial legacy.

Will’s passion for finance began at the age of 10, when he purchased Coca-Cola stock while attending a summer camp for elementary school students interested in finance. This early interest in the markets grew over the years, leading him to pursue a career that merges both financial strategy and legal planning. As a wealth manager, Will focuses on crafting customized investment strategies, retirement planning, and business succession plans that align with his clients’ long-term goals. As an estate planning attorney, he helps his clients by structuring their estates efficiently, addressing issues like tax optimization, asset protection, and legacy planning.

Will’s client base primarily consists of executives, entrepreneurs, and high-net-worth individuals, many of whom face complex financial challenges and need a trusted advisor to guide them through the intricacies of wealth preservation. He takes a holistic approach to wealth management, coordinating with tax professionals and other advisors to ensure seamless and strategic planning across all areas of his clients’ financial lives.

Outside of his professional endeavors, Will is an avid golfer and enjoys reading a variety of books, particularly on finance, history, and business. He values spending quality time with his family, including his wife, Morgan, their son, Peter, and their loyal dog, Joanie.

With his strong foundation in both law and financial management, Will O’Rourke offers a unique perspective that allows him to provide clients with comprehensive solutions tailored to their individual needs. Whether advising on investment strategy, estate planning, or succession planning, Will is committed to helping his clients build and protect their wealth for future generations.