Brickley Wealth Management is a sophisticated, tax-conscious financial planning and advisory firm based in San Mateo, CA. As a registered investment adviser, Brickley provides discretionary portfolio management for high-net-worth clients with a... starting AUM threshold of $1 million. What truly sets them apart is the integration of tax planning and preparation via a combined CPA and CFP team—delivering cohesive, tax-efficient strategies across investments, estates, wealth transfers, and equity compensation.
The firm offers an expansive suite of services: from retirement and education planning to philanthropic strategies and legacy preservation. They also specialize in high-complexity areas like stock options (ISOs, RSUs, ESPPs), QSBS, and liquidity planning for business or real estate events. Brickley is positioned as a multi-generational, family-office-like practice with a modern brand and a commitment to compliance and forward momentum.
Brickley offers tax-integrated wealth management: investmenttax prepestateequity compand financial planning for high-net-worth clients with a $1M+ minimum and fee-only structure.
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