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© 2020 Brickley Wealth Management
I love helping people achieve their goals and plan for the future.
(650) 638-0111contact@brickleywealth.com

Nathan Brickley

CPA

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@nathanbrickley
I love helping people achieve their goals and plan for the future.

Nathan Brickley is a Certified Public Accountant and Investment Advisor with Brickley Wealth Management. He works closely with clients on tax planning, financial planning, and investment advisory services, ensuring that their financial strategies align with both short- and long-term goals. He prepares tax returns, develops comprehensive financial plans, and advises on retirement planning, charitable giving strategies, and estate planning. He also helps clients navigate the complexities of company stock compensation and other tax-efficient investment strategies.

Nathan joined Brickley Wealth Management in 2014 and became an owner in 2017. He is an active CPA in the state of California and a member of the American Institute of Certified Public Accountants (AICPA). He earned his B.S. in Finance from Santa Clara University’s Leavey School of Business.

Nathan volunteers as a Committee Member for Filoli Historic House & Garden in San Francisco.

Brickley & Company CPA Inc. and Brickley Wealth Management are separate entities. Brickley Wealth Management does not offer tax services

For more information on our investment advisers complete qualifications please see Form ADV Part 2 B and here at investor.gov to check out your Investment Professional.

(650) 638-0111contact@brickleywealth.com

Insights from

Nathan Brickley

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Tax Planning
Understanding Investment Taxes: Smart Strategies to Manage Your Tax Impact

Taxes on investments, like capital gains and dividends, can affect your returns. Understanding tax-efficient strategies is essential to retaining more of your earnings.

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Financial Planning
Is Paying Off Your Mortgage Early Worth It? Weighing the Pros and Cons

Paying off your mortgage early can bring peace of mind and save on interest, but it also has potential drawbacks, like opportunity costs and reduced liquidity. Brickley Wealth Management helps you consider all angles to find the best option for your situation.

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Financial Planning
Why You Might Need to Pay Estimated Taxes: A Guide for the Self-Employed and Investors

Estimated taxes apply to income not subject to withholding, including self-employment, investment, and rental income. Learn when these payments are required, deadlines to note, and tips to avoid penalties.

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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
Preparing for an IPO: A Helpful Guide to Managing Your Equity

Preparing for an IPO brings exciting financial opportunities, but understanding how to handle equity awards like RSUs and stock options is essential. This guide from Brickley Wealth Management outlines key strategies, tax implications, and timing considerations to help you maximize your financial rewards.

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Tax Planning
The Importance of Communicating with your CPA

The Power of Consistent CPA Communication.

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Financial Planning
When should I see a CPA?

When Should You Hire a CPA? Key Moments to Consider.

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Tax Planning
Why It’s Hard to Find a Good CPA

Finding a good CPA has become increasingly difficult due to demographic shifts, increased workloads, and traditional business models. Brickley Wealth Management addresses these challenges with an integrated approach that combines tax and financial advisory services, ensuring high-quality and personalized client support.

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161 W 25th Ave, Suite #204, San Mateo, CA 94403
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(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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