From Brickley Wealth Management
At Brickley Wealth Management, we believe lasting financial success begins with personalized, strategic planning. Our clients benefit from having both financial planning and tax returns handled under one roof, seamlessly integrating investment and tax strategies. Our team of Financial Advisors and CPAs delivers solutions that are simple, effective, and tailored to your goals. Whether managing investments or crafting tax-efficient strategies, we take a holistic approach to managing your wealth. As a fee-only fiduciary, we serve individuals, families, and business owners—ensuring your financial roadmap reflects your values and long-term aspirations. Tax services are offered through our sister company, Brickley & Company CPA Inc.
Google: 4.3/5
My experience with Steven Brickley, from Brickley Wealth Management, was nothing but positive. I spoke with him via phone for about 30 minutes today. He provided solid information and answered all of my questions. He even provided more information than I was expecting, which I totally appreciated.
I was looking for a firm that has expertise of both CPAs and CFPs (certified financial planners). I spoke with their admin who took detailed notes and the owner Steve Brickley called me back within a couple of hours. I was specifically looking for guidance, from a numbers perspective, on whether it made sense for us to buy a house in the area. He spoke with me for over an hour - he asked lots of questions and I answered and gave him details of our finances. We then had a discussion on different scenarios of what was feasible, drawbacks and opportunities from what he'd learned from his own and clients' paths, ideas for alternatives, and who I might speak with for a more...read full review
As a software engineer, I highly recommend the Brickly Wealth Management team for their tax and investment services tailored for tech professionals.In particular, Nathan Brickley helped me assess my current tax situation and gave solid strategic advice for the long-term. Above all, he was knowledgeable, professional, and a great problem-solver.P.S. the other google review from Jackie Brickley is fake or misplaced and I flagged it for removal, but in case it's not removed, at least you have this review to help give you context.