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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

Cindy Cutler

Tatiane Saravia

Rebecca Hoeg

Ebi Mathew

Brickley versus Others

The Benefits of Having a Combined CPA & Financial Advisor at Your Service

Services
Brickley
CPA Only
Financial Advisor Only

Fully Integrated CPA & 
Investment Advisory Services

We combine tax, investment, and financial planning into one seamless approach.
Label
Brickley
CPA Only
Brickley
Financial Advisor Only
Brickley

Comprehensive Financial Planning

Beyond just tax preparation or investment management, we create a full financial roadmap.
Label
Brickley
CPA Only
Brickley
Financial Advisor Only
Brickley

Tax-Smart Investment Management

We ensure investments are structured and managed with tax efficiency in mind.
Label
Brickley
CPA Only
Brickley
Financial Advisor Only
Brickley

Proactive Tax Planning

We don’t just prepare taxes—we develop forward-looking tax strategies.
Label
Brickley
CPA Only
Brickley
Financial Advisor Only
Brickley

Tax Preparation

As a full CPA firm, we handle personal, trust, and gift tax preparation.
Label
Brickley
CPA Only
Brickley
Financial Advisor Only
Brickley

Guidance on Major 
Financial Decisions

We help navigate liquidity events, retirement timing, real estate, and more.
Label
Brickley
CPA Only
Brickley
Financial Advisor Only
Brickley

Liquidity Planning for 
Business Owners

We provide tax and investment guidance for business owners selling their company to maximize after-tax proceeds and long-term financial security.
Label
Brickley
CPA Only
Brickley
Financial Advisor Only
Brickley

Liquidity Planning for 
Real Estate Sales

We integrate real estate transaction proceeds into a broader financial and tax strategy, considering capital gains planning and reinvestment options.
Label
Brickley
CPA Only
Brickley
Financial Advisor Only
Brickley

Multi-Generational Wealth 
& Estate Structuring

We develop long-term strategies to preserve and transfer family wealth.
Label
Brickley
CPA Only
Brickley
Financial Advisor Only
Brickley

Stock Options Planning

We integrate tax and investment strategies to optimize stock-based compensation.
Label
Brickley
CPA Only
Brickley
Financial Advisor Only
Brickley
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. 

Explore Wealth Management

Tax planning

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.

Explore Tax Planning
Three Brickley team members smile at the camera in their headshots, the headshots overlap in a decorative style.

Ready to make a plan?
We make it easy.

Book a Call
contact@brickleywealth.com
(650) 638-0111
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161 W 25th Ave, Suite #204, 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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