In 1985, the Brickleys began specializing in handling income, trust, estate, and executive compensation tax planning matters. In 1999, the financial advisors of Brickley Wealth Management began offering independent investment advisory and financial planning.
Our company was founded on the belief that objective financial guidance is a fundamental need for everyone. The firm prides itself in being able to attract and retain as clients other allied professionals such as partners in CPA and law firms, and investment industry senior executives. Our clients also include retired individuals, families, surviving spouses, business owners, software, hardware and biotechnology leaders, real property owners, trust and estate beneficiaries, charitable institutions, performing artists and teachers.