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© 2020 Brickley Wealth Management
1900 O'FARRELL ST # 330, SAN MATEO, CA 94403

Your family of financial advisors for generations to come.

Helping people to achieve their goals and plan for the future.

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We required someone that would guide us through what is in our best interest, not just what we want to hear. We trust Brickley and have over multiple decades.

Kelly and Bill

We required someone that would guide us through what is in our best interest, not just what we want to hear. We trust Brickley and have over multiple decades.

Kelly and Bill

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Brickley takes a complicated set of factors for us (ISO’s vesting & exercise, RSU vesting, Investment Management, and tax planning) and provides invaluable advice, while still giving our family a chance to chart our own course.

Alex

Brickley takes a complicated set of factors for us (ISO’s vesting & exercise, RSU vesting, Investment Management, and tax planning) and provides invaluable advice, while still giving our family a chance to chart our own course.

Alex

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Brickley Wealth has been instrumental as my financial situation has grown more complex. I know that I can trust the team no matter where my career takes me.

Adam

Brickley Wealth has been instrumental as my financial situation has grown more complex. I know that I can trust the team no matter where my career takes me.

Adam

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Why choose Brickley

We are solution-oriented with one simple goal—to exceed yours.

Tax Advantage

We offer comprehensive income, trust, estate and gift tax planning and tax preparation services.

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Holistic View

Brickley combines wealth management and tax planning that helps support your future.

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Nimble Team

One team working together to manage your finances, investments, and taxes.

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Let's create your big picture together.

Wealth Management

We take a comprehensive and customized approach to create a plan that considers the present and the big picture.

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Tax Services

We’re mindful and strategically tax efficient to optimize returns.

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Wealth Management Tailored for Tech Employees

The tech industry is constantly changing—meet the financial plan that stays ahead.

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Every client is unique.

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Investing

Planning a Financially Secure Retirement

Planning a Financially Secure Retirement
Learn how Brickley Wealth Management helped one couple secure their financial future. Discover the secrets to optimizing distributions, maximizing social security and more.

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Retirement Planning

Creating a Clear Plan for Company Stock

Creating a Clear Plan for Company Stock
Learn how Brickley Wealth Management helped a Senior VP turn her stock options into peace of mind and financial security for her family.

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Latest press and updates.

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Stock Options

A Year-End Guide for High Earners with Company Stock

Preparing your year-end finances? Brickley Wealth Management's latest blog is your guide to optimizing finances and navigating the new year with confidence.

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Financial Planning

Navigating Early Retirement: Transition Beyond a Business Sale or IPO

Explore the emotional dynamics of early retirement beyond financial planning. Understand the significance of purpose, relationships, and identity in shaping a rewarding post-career life.

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Financial Planning

Navigating High Mortgage Rates for Prospective Homebuyers

Deciding Between Renting and Homeownership in High Mortgage Rate Environments: What You Need to Know"

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Financial Planning

The Rising Appeal of Bonds in Your Investment Portfolio

Looking to enhance your investment portfolio? Explore the often overlooked advantages of incorporating bonds into your financial strategy.

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Tax Planning

Maximizing Income and Minimizing Taxes as You Approach Retirement

Explore essential strategies for maximizing your retirement income while minimizing taxes. Learn about tax diversification, withdrawal hierarchies, and the benefits of Roth conversions in our latest blog post.

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Investing

Simple, Yet Sophisticated: The Elegance of a Well-Constructed Portfolio

Investing Wisdom from William Bernstein: Simplicity vs. Complexity

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(650) 638-0111
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1900 O'Farrell St #330, San Mateo, CA 94403
Contact@brickleywealth.com
(650) 638-0111

Brickley Wealth Management is a Registered Investment Adviser*. Advisory services are only offered to clients or prospective clients where Brickley Wealth Management and its representatives are properly licensed or exempt from licensure. The information throughout this website is solely for informational purposes. The content is developed from sources believed to provide accurate information, and we conduct reasonable due diligence review however, the information contained throughout this website is subject to change without notice and is not free from error. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. Readers should conduct their own review and exercise judgment prior to investing and should carefully consider their own investment objectives and not rely on any post, chart, graph or marketing piece to make a decision. No investment or tax advice may be rendered by Brickley Wealth Management or Brickley & Company unless a client service agreement is in place. We are not providing any personalized investment advice through this website. Please consult your investment, tax, or legal advisor for assistance regarding your individual situation. Brickley Wealth Management does not provide legal advice, and nothing in this website shall be construed as legal advice. For more information on our firm and our advisers, please see the latest Form ADV and Part 2 Brochures and our Client Relationship Summary https://adviserinfo.sec.gov/firm/summary/287487. For a copy of our Privacy Notice, please go here.

*Please note that the term "registered investment adviser" and description of our firm and/or our associates as "registered" does not imply a certain level of skill or training.

2020 Brickley Wealth Management. All rights reserved.
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