Service
Wealth Management
Discover the many ways to build a strong financial future.
Discover the many ways to build a strong financial future.
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.
Below are common offerings that we recommend for our Comprehensive Wealth Management clients.
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.
Understanding the taxable impact of financial decisions and performing thoughtful planning to prevent any costly surprises.
Oversee, manage, and grow client’s investable assets.
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.
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.
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.
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.
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.
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.
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.
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.
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.