Will O’Rourke primarily works with individual private clients, business owners, nonprofits and corporations with advanced planning needs. Because he has a law degree, he has a particular interest in trusts, estate planning and business succession planning. These are just some of the services he offers in collaboration with the team at Prime Capital Investment Advisors:
- Private Equity Advisory Services
- Option Strategies Planning
- Trust & Estate Planning
- Tax-Favored Investing
- Financial Planning
- College Savings Plans
- Risk Management
- Traditional Investment and Retirement Planning
Business and business owners:
- Business succession plans
- Risk management
Will O’Rourke began his career in finance in June 2021 as a financial advisor for Prime Capital Investment Advisors. In his role, Will uses his knowledge and expertise to construct personalized financial plans that aim to achieve the financial goals of his clients.
In addition to his law degree, Will holds the FINRA Series 65 registration as well as a life insurance license. “From a very young age, I knew that I wanted to get the most out of life, both personally and financially. Throughout my life, many people have supported me and provided help in times of need. The appreciation I have for those individuals helped me realize what I wanted out of my professional life: a career dedicated to serving others,” Will says.
Prior to joining Prime Capital, Will held several positions, including his most recent as Contract Manager for Optex Systems, Inc. He reviewed and approved contract terms to coordinate deadlines, approve budgets and provide support and advice to clients. This position gave him the opportunity to build excellent working relationships with his clients to ensure their needs were met; a skill that is vital to financial advising.
Will is passionate about being in finance because he desires to teach clients how to make their money work for them so that they can worry less and get more out of life. “My goal is to connect with individuals and families by seeking to understand their personal values and unique situations. By providing solutions for wealth accumulation, tax reduction, estate planning, and more, I can help ensure that your money is working for you,” Will says.
Will earned a Bachelor of Science Business Administration from the University of Arkansas and continued to the University of Arkansas School of Law to earn his Juris Doctor degree. Though he was born in Kingsville, Texas, Will has lived in many places as the youngest of three kids in a military family. He eventually returned home to Texas in the Dallas-Fort Worth area. In his free time, Will enjoys playing golf, watching sports and traveling with his wife Morgan and their dog, Joanie.
Advisory services offered by Investment Adviser Representatives through Prime Capital Investment Advisors, LLC (“PCIA”), a federally registered investment adviser. PCIA: 6201 College Blvd., Suite #150, Overland Park, KS 66211. PCIA doing business as Prime Capital Wealth Management (“PCWM”) and Qualified Plan Advisors (“QPA”).