Brickley Stephen M CPA

Our Guiding Philosophy

Brickley Wealth Management operates on a foundation of personalized guidance and comprehensive planning. We believe in understanding each client's unique needs, goals, and aspirations to create a customized financial roadmap that aligns with their aspirations. Unlike a one-size-fits-all approach, we take the time to truly listen to your story, assess your financial situation, and tailor our strategies accordingly.

Our Expertise

Our team of experienced professionals encompasses diverse backgrounds and expertise in wealth management, tax planning, and investment strategies. We leverage this collective knowledge to offer a holistic approach to financial planning, encompassing:

Wealth Management

• Customized portfolio management tailored to your financial goals and risk tolerance
• Comprehensive asset allocation strategies
• Regular reviews and performance analysis
• Transparent communication and ongoing portfolio management

Tax Planning & Compliance

• Comprehensive income, trust, estate, and gift tax planning
• Tax preparation services for individuals and businesses
• Strategic tax optimization strategies to minimize liabilities
• Ongoing tax consulting and compliance support

Solutions for Tech Professionals

We understand the unique financial challenges faced by technology professionals. Our team is skilled in handling complex situations involving:

• Compensation structures with vested stock options and restricted stock units
• High-growth investments and complex tax implications
• Technological knowledge and expertise to navigate the ever-evolving landscape of the tech industry

Client-Centric Approach

At Brickley Wealth Management, we prioritize open communication, transparency, and personalized guidance. We work in close collaboration with you every step of the way, providing regular updates, addressing your concerns, and ensuring your financial plan remains relevant and aligned with your changing life circumstances.

Our Commitment

Our goal is to empower you to make informed financial decisions and achieve your financial goals. We believe in building lasting relationships based on trust, integrity, and providing exceptional client service.