Brickley Wealth Management

Financial ServicesCalifornia, United States2-10 Employees

At Brickley Wealth Management, we believe that lasting financial success starts with personalized, strategic planning. Our clients benefit from having both their financial planning and tax returns handled under one roof, offering seamless integration of investment and tax strategies. Our team of Investment Advisors and Certified Public Accountants (CPAs) is committed to delivering solutions that are simple, effective, and designed around your specific goals. Whether it's managing your investments or crafting tax-efficient strategies, we take a holistic approach to both growing and protecting your wealth. As a fee-only, fiduciary firm, we serve individuals, families, and business owners—ensuring your financial roadmap reflects your values and long-term aspirations.

Why Choose Brickley?

• Comprehensive Services: We provide holistic financial planning that covers retirement, investment management, tax strategies, and estate planning.
• Client-Centered Approach: You’ll experience a personalized financial strategy tailored to your goals.
• Expert Team: Our advisors are CPAs and CFP professionals with decades of experience guiding clients through every financial stage.
• Fiduciary Commitment: We always act in your best interest.

Our Services:

• Financial Planning
• Investment Management
• Tax Planning & Preparation
• Retirement Planning
• Estate & Legacy Planning

Read our disclosures: https://www.brickleywealth.com/social-disclosures

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