About Brickley Wealth Management
Reviews for Brickley Wealth Management
Write a reviewHours
Monday: 8:30AM - 5PM
Tuesday: 8:30AM - 5PM
Wednesday: 8:30AM - 5PM
Thursday: 8:30AM - 5PM
Friday: 8:30AM - 4PM
Saturday: ClosedSunday: Closed
Brickley Wealth Management is a financial firm that emphasizes personalized, strategic planning for lasting financial success. Clients enjoy the convenience of having both financial planning and tax services managed in one place, allowing for a seamless integration of investment and tax strategies. The firm is staffed by a team of knowledgeable Financial Advisors and CPAs who provide tailored solutions designed to meet individual goals. Clients have shared positive experiences with Brickley Wealth Management, noting the team's attentiveness and expertise. One client highlighted a thorough and informative conversation with the owner, who took the time to discuss various financial scenarios and provided valuable insights, even suggesting alternatives. Another client, a software engineer, praised the firm for its specialized services for tech professionals, mentioning the knowledgeable and professional support received. As a fee-only fiduciary, Brickley Wealth Management serves individuals, families, and business owners, focusing on creating financial roadmaps that align with clients' values and long-term aspirations. The firm's dedication to client education and candid communication establishes it as a trusted choice for those seeking both investment management and tax planning expertise. Tax services are provided through their sister company, Brickley & Company CPA Inc.
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.