Business Details
41 Years
experience
Your Trusted Partner for Integrated Wealth Solutions
Founded in 1985, Brickley Wealth Management has established itself as a trusted partner in comprehensive financial planning. Our team of CPAs and certified financial advisors combines tax expertise with investment strategy to deliver personalized solutions for individuals, families, and businesses. With a focus on long-term wealth preservation and tax efficiency, we serve clients navigating complex financial landscapes, including tech professionals, business owners, and retirees. Our integrated approach ensures seamless coordination of wealth management, tax planning, and estate strategies.Backed by decades of experience, we prioritize client education and transparent communication to build lasting relationships. Our services extend to stock option planning, liquidity event guidance, and multi-generational wealth transfer. Headquartered in San Mateo, California, we remain committed to exceeding client expectations through a holistic, fiduciary-driven approach.
Services
Wealth Management
Tax Planning
Investment Strategy
Financial Planning
Tech Wealth Solutions
Details
- Year established: 1985
Highlights and features
- We combine CPA expertise with investment advisory services for tax-efficient planning
- Our team holds CFP, CPWA, and CPA certifications with decades of industry experience
- Specialized strategies for tech employees and company stock compensation
- Proactive tax planning integrated with long-term investment management
- Fiduciary commitment to personalized, transparent financial guidance
Associations and certifications
- Registered Investment Adviser
- Certified Public Accountant (CPA) Firm
What people say
One-stop shop
Invaluable advice
Tax-efficient strategies
Expertise with ISOs/RSUs
Proactive planning
Services
Wealth Management
Our comprehensive wealth management services combine investment strategy, tax planning, and estate guidance to create personalized financial roadmaps. We focus on long-term growth while maintaining tax efficiency across all client portfolios. Our approach addresses retirement income, liquidity events, and multi-generational wealth transfer for high-net-worth individuals.
Tax Planning
As a full CPA firm, we offer proactive tax planning that integrates with investment management. Our services include tax-loss harvesting, capital gains optimization, and forward-looking strategies for business owners and tech employees. We focus on minimizing lifetime tax liabilities while maximizing after-tax returns.
Investment Strategy
Our investment approach emphasizes diversified portfolios tailored to individual risk tolerance and financial goals. We implement tax-smart strategies using index funds, ETFs, and direct indexing while maintaining cost efficiency. The team provides ongoing portfolio management with strategic rebalancing and tax-efficient withdrawal planning.
Company Stock Planning
Specialized guidance for tech employees managing stock options, RSUs, and ESPPs. We develop tax-efficient diversification strategies for concentrated stock positions while aligning with long-term financial goals. Our services include 10b5-1 trading plans and QSBS optimization for pre-IPO companies.
Retirement Planning
We create sustainable retirement income strategies that coordinate Social Security optimization, tax-efficient withdrawals, and estate planning. Our approach balances liquidity needs with long-term growth while maintaining flexibility for changing life circumstances and market conditions.
People
Steve Brickley
CPA
Founder with decades of experience in tax and financial planning, establishing the firm's foundation of integrated wealth management services.
Aaron Brickley
CFP, CPWA
Certified financial planner specializing in wealth management for tech professionals, with expertise in stock compensation and retirement strategies.
Nathan Brickley
CPA
Tax specialist focusing on complex return preparation and proactive tax planning strategies for high-income individuals and business owners.
Cindy Cutler
Wealth Advisor
Wealth advisor with extensive experience in portfolio management and financial planning for families and retirees.
Tatiane Saravia
Wealth Associate
Wealth associate supporting comprehensive financial planning and investment management services for the firm's clients.
Questions
What makes Brickley different from other financial advisors?
We uniquely combine CPA services with investment advisory expertise, offering integrated tax-efficient planning under one roof.
Do you specialize in working with tech employees?
Yes, we specialize in equity compensation planning for tech professionals with ISOs, RSUs, and ESPPs.
How do you handle tax planning with investment management?
Our team coordinates tax-loss harvesting, direct indexing, and strategic asset location to optimize after-tax returns.
What fee structure do you use?
We use a transparent asset-based fee structure with no hidden costs or commission-driven products.
Can you help with pre-IPO company stock planning?
Yes, we specialize in QSBS planning and 10b5-1 trading strategies for pre-IPO and newly public companies.
Do you offer initial consultations?
Yes, we provide complimentary introductory meetings to discuss your financial goals and planning needs.
