Will O'Rourke is a private wealth advisor and estate planning attorney with a unique blend of legal expertise and financial acumen. His passion for finance began at the age of 10, when he purchased Coca-Cola stock while attending a summer camp for students interested in the stock market. Today, Will's professional experience has earned him a reputation for providing high-net-worth individuals and families with strategies designed to help protect assets, address tax considerations, and support legacy planning goals.  

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 ensures that his clients’ estates are structured efficiently, addressing issues like tax optimization, asset protection, and legacy planning.

Will’s client base primarily consists of executives, entrepreneurs, and those who need a trusted advisor to guide them through the intricacies of asset protection. He takes a holistic approach to wealth management, coordinating with tax professionals and other professionals to ensure seamless and strategic planning across all areas of his clients’ financial lives.

Outside of his professional endeavors, Will values spending quality time with his family, including his wife, Morgan, their sons, Peter, and James and their loyal dog, Joanie. Will also enjoys being philanthropic, specifically assisting with the annual Brew's & Blue Weekend that takes place every March, honoring Evan White and benefiting colon cancer research.

With his strong foundation in both private wealth and legacy planning, Will O'Rourke offers a unique perspective that allows him to provide clients with comprehensive solutions tailored to their individual needs with a commitment to helping his clients build and protect their wealth for future generations.