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© 2020 Brickley Wealth Management
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Wealth Management

Discover the many ways to build a strong financial future.

Comprehensive Wealth Management

Taking a comprehensive and customized approach to all of your finances is an effective way to achieve your present and future goals. Brickley combines wealth management and tax planning to provide a responsive and streamlined process. Together we’ll design the most optimized plan that considers the important moments of your life.

Customized for Each Client

Below are common offerings that we recommend for our Comprehensive Wealth Management clients.

Financial Planning

Quantifying your goals and making sure that we’re thoughtfully addressing them ahead of time. This may be company stock planning, retirement planning, college savings planning, or philanthropic planning.

Tax Planning

Understanding the taxable impact of financial decisions and performing thoughtful planning to prevent any costly surprises.

Explore our tax planning services

Investment Management

Oversee, manage, and grow client’s investable assets.

Estate Planning

Making sure that your estate is set up to follow your transfer wishes. We also offer more advanced estate planning techniques with the goal of reducing overall estate taxes and providing more money to our clients’ heirs.

Investment Management

We’re mindful and strategically tax efficient to optimize returns.

Achieve your financial goals through investments with a personalized plan. Brickley helps build your unique investment portfolio by monitoring the markets, finding opportunities and measuring your risk appetite. We continuously manage related taxes for improved returns. From the little details to the big picture, we support all aspects of your investments.

Featured Resource
Tackling the Tax Implications When Selling Real Estate

Retirement Planning

Make your retirement stress-free and sustainable with Brickley’s support. Whether you’re trying to consolidate your accounts or determining a budget, we will create a tax-efficient plan that allows you to focus on what matters most—living.

Featured Resource
Planning a Financially Secure Retirement

Company Stock & Equity

Maximize and understand your company stock with a personalized plan from Brickley. From establishing your financial goals to considering tax implications, we help evaluate opportunities and risks to cultivate long term growth. Whether you’re a new employee, starting up or going public, we’ll guide you with every step.

Creating a Clear Plan for Company Stock

We Work With:

  • ISOs (incentive stock option)
  • RSUs (restricted stock units)
  • NQSOs (non-qualified stock options)
  • ESPPs (employee stock purchase plan)
  • Section 10b5-1 Trading Plans
  • QSBS (qualified small business stock)

Get the answers you’re looking for.

Are there company rules when exercising or selling company stock?
What are the differences between my employer stock grants?
What estate planning strategies should be considered?
How do you diversify and reinvest the proceeds of company stock?
How to plan a diversification strategy for Restricted Stock Units (RSUs).
How many shares do you retain for long term growth?
What to consider for short-term and long-term wealth planning.

Special Needs Planning

Brickley works with families to navigate the complexities of safeguarding the future for your special needs family member. We’ll create a plan that ensures they are taken care of throughout their life.

Education Planning

With proper planning, college tuition doesn’t have to be a burden. Based on your goals, Brickley develops a tax-advantaged savings strategy that allows you to plan confidently for your family’s education and a student loan-free future.

Featured Resource
Financial Planning for a Young Family of Four

Philanthropy

Make a lasting impact with more effective giving methods. Whether you’re making financial gifts within your family or donating to a charity, we’ll work with you to build your legacy while optimizing your tax deductions. Maximize your giving with our sustainable giving platforms and financial strategies.

Plan a legacy that changes lives.

Trust & Estate Planning

Planning for the future impacts today. Providing CPA and CFP services, Brickley works with you to preserve, manage, and distribute your estate. We serve as both fiduciaries and trusted advisors to guide you at every step of developing and administering your plan. Trust and Estate Planning creates a legacy unique to you.

Invaluable Insights

A well-drawn estate plan makes a world of difference for your family’s long-term financial stability. Brickley helps you navigate from basic to complex trusts, wills, and beneficiary designations.

How to Manage an Unplanned Inheritance

Ready to make a plan?
We make it easy.

Book a Call
contact@brickleywealth.com
(650) 638-0111

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1900 O'Farrell St #330, 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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