Brickley Wealth Management integrates tax, investment, and estate strategies under one roof—so clients can focus not just on growing wealth, but keeping it. This coordination helps reduce costly gaps and protect what matters.

It’s Not About the Money You Make—It’s About the Money You Keep

Tax Planning

Financial Planning

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You work hard to earn and grow your wealth. But if your financial strategy isn't fully coordinated, you could be leaving more on the table than you realize. It's a common mistake—even among high earners. Because at the end of the day, it's not just about how much money you make; it's about how much you keep.

Have You Outgrown Siloed Advice?

Many people rely on a patchwork of professionals: an accountant here, an investment adviser there, and perhaps an attorney for estate planning. Each may offer solid advice within their specialty—but without a shared strategy, gaps can form.

You might defer capital gains thinking you're saving on taxes, only to create problems with your estate. You could be making charitable gifts that miss tax-saving opportunities. Or your portfolio might be well-managed but not tax-efficient. These are not uncommon issues—they're just hidden in plain sight when advice is siloed.

Integration Preserves More of What You've Built

When investment, tax, and estate planning are coordinated, the results can be powerful:

Taxes are anticipated—not reacted to.
Investment strategies are built with after-tax outcomes in mind.
Estate planning is structured to transfer wealth efficiently and meaningfully.

By aligning these disciplines, you're not just growing wealth—you're protecting it. This kind of integration is especially critical for individuals and families with complex financial lives. It helps reduce risk, avoid costly surprises, and preserve more of what you've built for yourself and future generations.

The Brickley Approach

At Brickley, we’ve intentionally brought CPAs and financial advisers together under one roof. We believe your wealth deserves a proactive, unified strategy—one where every decision is informed by a full picture of your financial life.

Whether you're navigating a major liquidity event, approaching retirement, or simply seeking smarter long-term planning, our integrated approach is designed to help you keep more of what matters.

Let’s talk about what coordination can do for your wealth.

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