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© 2020 Brickley Wealth Management
EST. 1985

On paper we’re financial advisors. But to our clients, we are future planners. With a holistic approach we design personalized solutions that make dreams tangible. Our business is built on building community, opportunities, legacies, and thriving futures.

Founded in 1985, our firm began with one mission—to support people. From families to future generations, business leaders to sprouting startups, and everyone in between.

We continue our commitment to our clients and community to reach greater goals and generate growth.

The Brickley Team

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

Steve Brickley, CPA

Aaron Brickley, CFP, CPWA

Nathan Brickley, CPA

Tatiane Sarvia

Sondra Mose

Michael Molina

FOR THE GENERATIONS TO COME

Comprehensive wealth management services from our team of experts.

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

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We believe that to properly manage your assets, we need to have a complete picture of who you are and what you hope to achieve.

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Ready to make a plan?
We make it easy.

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contact@brickleywealth.com
(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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