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© 2020 Brickley Wealth Management
We would like to wish you a happy new year and express our sincere gratitude for your continued partnership and trust in our firm, our work, and our people.
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Reflecting on 2022

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We would like to wish you a happy new year and express our sincere gratitude for your continued partnership and trust in our firm, our work, and our people.

As we reflect on the past year, it’s clear that the investment climate in 2022 was marked by a great deal of uncertainty and volatility. The COVID-19 pandemic and its economic impacts, along with geopolitical tensions and other global events, all contributed to an unpredictable market environment.

Despite these challenges, you weathered the storm by remaining invested with a long-term view. This is a testament to your commitment and our philosophy of holding a high quality, tax efficient, and diversified portfolio through the highs and lows of market cycles. The investment climate ahead will continue to present both opportunities as well as risks. Despite the uncertainty, we remain vigilant and proactive in our approach to managing your investments.

What has always been clear to us is that sound financial decisions are a collaborative effort between our office and our clients. Success is not created in a vacuum, but is instead born from flexibility as lives, priorities, and plans continually update and evolve throughout a lifetime.

As your lives, priorities, and plans evolve, we urge you to reach out and let us know. We are here to serve you.

As always, thank you for your trust.

The entire team at Brickley Wealth Management

–––

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.

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Key Financial Terms 
Related to this Post:

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Diversification

Spreading investments across different assets to reduce risk.
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Portfolio

A collection of financial assets. This can include stocks, bonds, mutual funds, exchange-traded funds (EFTs), real estate, and other types of investments.
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Risk Tolerance

An individual's willingness to take on financial risk in pursuit of investment returns. Influences asset allocation decisions, and may change from time to time.

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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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