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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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Financial Planning

Understanding the Difference Between Tax Withholding vs. Actual Tax Owed: Solutions for Insufficient Withholding

Discover the ins and outs of tax withholding on your paycheck and how it can impact your overall tax liability.

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Financial Planning

Secure Your Children's Future: The Importance of Trust and Estate Planning

Every now and then we come across high earners that have children but no trust/estate plan in place. This is problematic, costly, and time consuming if something happens to the parents.

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Financial Planning

Charitable Giving and Tax Benefits: Understanding Donor Advised Funds

Discover the art of giving smartly with Donor Advised Funds. Learn how you can support your favorite charities while enjoying tax benefits in our latest article.

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Financial Planning

Understanding the Emotional Role of Financial Advisors: A Morningstar Study Explained

Research reveals the blend of emotional considerations in hiring financial advisors. Beyond mere monetary guidance, it's about understanding life's pivotal decisions.

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Financial Planning

Why College Planning Is a Core Part of Any Financial Plan

Exploring College Planning: Navigating Costs, Benefits, and Financial Strategies

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Financial Planning

Maximizing Company Equity: 10 Factors to Optimize with CPA and Financial Advisor Insights Part 2

Explore the second part of our blog series on maximizing company equity. Dive into the essential strategies for optimizing equity compensation with a CPA and financial advisor. Empower your financial future with insights from Brickley Wealth.

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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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