Brickley Wealth Management Email Format
Financial ServicesCalifornia, United States2-10 Employees
Brickley Wealth Management is a financial services firm based in San Mateo, California, that emphasizes an integrated approach to wealth management. The firm combines financial planning with tax expertise, offering clients a coordinated service where investment decisions and tax considerations influence one another. It operates as a fee-only fiduciary, committed to acting in clients' best interests. The team brings together Investment Advisors and CPAs to deliver guidance that is simple, effective, and tailored to individual goals. Its clients include individuals, families, and business owners seeking a holistic plan to grow and protect wealth. The services span financial planning, investment management, tax planning and preparation, retirement planning, and estate and legacy planning, with a focus on coordinating tax strategy with overall financial decisions.