Business Details
41 Years
experience
Integrated Wealth Management Services in San Mateo
Founded in 1985, we are a multidisciplinary financial advisory firm dedicated to providing comprehensive wealth management solutions. Our team of CPAs, CFAs, and CFPs combines expertise in investment strategy, tax planning, and estate management to deliver tailored financial roadmaps. We prioritize integration across services, ensuring clients benefit from coordinated tax-efficient investing, liquidity planning for business owners, and multigenerational wealth transfer strategies. With a focus on high-net-worth individuals and tech professionals, we emphasize transparent communication, proactive risk management, and personalized service.Our team maintains fiduciary responsibility while navigating complex financial landscapes, offering specialized guidance for equity compensation, retirement planning, and real estate transactions. Through continuous portfolio optimization and strategic rebalancing, we aim to preserve and grow client assets while maintaining rigorous compliance standards and prioritizing client education.
Services
Wealth Management
Tax Planning
Investment Strategy
Financial Planning
Company Stock Planning
Estate Structuring
Retirement Planning
Equity Compensation
Liquidity Management
Educational Planning
Details
- Year established: 1985
Highlights and features
- We combine tax, investment, and financial planning into one seamless approach
- Our team includes CPAs and CFPs with 35+ years of combined experience
- We specialize in wealth management for high-net-worth tech professionals
- We provide customized liquidity planning for business owners and executives
- Our tax-efficient investment strategies optimize after-tax returns
Associations and certifications
- Registered Investment Adviser
What people say
Invaluable advice
True one stop shop
Confident in guidance
Tax-optimized solutions
Comprehensive financial roadmaps
Services
Wealth Management
Our wealth management service creates integrated financial strategies combining investment oversight, tax planning, and estate management. By analyzing cash flow, risk tolerance, and legacy goals, we develop customized asset allocation models that adapt to market changes while maintaining tax efficiency. Clients benefit from coordinated guidance on liquidity events, multigenerational wealth transfer, and retirement income planning through regular portfolio reviews and strategic rebalancing.
Tax Planning
This proactive tax planning service focuses on minimizing liabilities through year-round strategy development. We analyze clients' financial situations to optimize capital gains timing, retirement account distributions, and charitable giving. Our CPA-led team specializes in stock option planning, business exit taxation, and complex return preparation while integrating tax considerations with overall investment and estate strategies for comprehensive optimization.
Investment Strategy
Our investment strategy service emphasizes tax-efficient portfolio construction using diversified asset allocation. We implement strategies like tax-loss harvesting and direct indexing while maintaining rigorous risk management protocols. The service includes ongoing monitoring of market conditions, strategic rebalancing, and customized reporting focused on long-term growth objectives while considering each client's unique tax situation and financial goals.
Company Stock Planning
This specialized service addresses stock options, RSUs, and other equity compensation instruments. We develop tax-optimized diversification strategies for concentrated positions while coordinating with broader financial plans. Our approach includes exercise timing analysis, 10b5-1 trading plan implementation, and integration with estate planning considerations to manage both wealth accumulation and risk mitigation for tech professionals.
Retirement Planning
Our retirement planning service creates sustainable income strategies through comprehensive cash flow analysis and dynamic withdrawal frameworks. We coordinate qualified account distributions with taxable investments while addressing social security optimization and healthcare costs. The service includes Monte Carlo simulations, tax bracket management, and estate planning integration to create adaptable retirement income solutions for long-term financial security.
People
Steve Brickley
Founder, CPA
With 35+ years of experience, Steve established Brickley Wealth Management to combine tax expertise with investment strategy. His focus on municipal finance advisory complements client wealth management services.
Aaron Brickley
Partner, CFP, CPWA
Specializing in sustainable wealth transfer strategies, Aaron helps high-net-worth families optimize intergenerational asset movement while maintaining compliance with evolving tax regulations.
Nathan Brickley
Partner, CPA
As a tax compliance specialist, Nathan oversees complex return preparation and develops innovative strategies for equity compensation taxation within comprehensive financial plans.
Cindy Cutler
Wealth Advisor
With expertise in portfolio construction, Cindy manages investment selection and implements tax-optimized trading strategies while providing client education on financial market dynamics.
Tatiane Saravia
Financial Planner
Tatiane specializes in creating comprehensive financial roadmaps for tech professionals, focusing on stock option strategies and long-term wealth planning solutions.
Questions
What financial services do you specialize in?
We specialize in integrated wealth management, tax planning, investment strategy, and company stock planning for high-net-worth individuals and tech professionals.
How do you combine tax and investment planning?
Our CPA-led team integrates tax-efficient investment strategies with portfolio management, using tax-loss harvesting, direct indexing, and strategic asset location for optimized returns.
What makes your wealth management different?
We combine CPA expertise with financial planning to create fully integrated strategies that address tax efficiency, estate planning, and long-term wealth preservation in one comprehensive approach.
How do you handle equity compensation planning?
We develop customized strategies for stock options, RSUs, and ESPPs, focusing on tax-optimized diversification and integration with overall financial plans for tech employees.
What experience do you have with retirement planning?
Our team creates dynamic retirement income strategies using Monte Carlo simulations, tax bracket management, and coordinated withdrawal frameworks for sustainable long-term financial security.
How are investment decisions made?
Decisions follow personalized asset allocation models with ongoing monitoring, strategic rebalancing, and tax-efficiency considerations tailored to each client's unique financial situation.
