It’s not about the money you make, it’s about the money you keep.
Even with trusted advisors in place, high-net-worth families can still face blind spots if those strategies aren’t connected.
Without coordination, key planning opportunities can be missed:
- Estate strategies that undermine investment flexibility
- Tax inefficiencies potentially costing hundreds of thousands
- Overlapping or duplicated risk exposure
With Brickley's combined CPA and advisory, we can help you:
Coordinate with your existing CPA, estate attorney, and key advisors
Structure tax-smart portfolios to support your long-term planning
Build or update your estate plan with investment and liquidity in mind
Design a forward-looking strategy tailored to your family’s values and goals
Why Combining CPA and CFP Services Strengthens Your Financial Plan
Combining CPA and CFP services offers a more strategic approach to financial planning. At Brickley Wealth Management, our integrated team helps align tax and investment strategies for a well-rounded financial plan.
Advanced Tax Strategies for High-Income Investors
For high-income investors, strategic tax planning can play a key role in long-term wealth efficiency. Learn how Roth conversions, tax diversification, and estate strategies may help manage tax exposure and support financial goals.
Let’s create your big picture together
Taking a comprehensive and customized approach to all of your finances can be an effective way to help 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.
- Financial Planning
- Tax Planning & Returns
- Investment Management
- Trust & Estate Planning
- Retirement Planning
- Company Stock & Equity
- Special Needs Planning
- Education Planning
- Philanthropy
