Reviews for Brickley Wealth Management

Mar 2024

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.

From Brickley Wealth Management

Brickley Wealth Management is a family of financial advisors that offer comprehensive financial planning, wealth management, asset management, equity compensation, and tax planning across the Silicon Valley San Francisco Bay Area. We provide tax return services in house through our separate company Brickley & Co. CPA. We are fiduciaries and holistic planners, taking into account your current and future generations. We help navigate through the complexities of executive stock compensation in the form of Incentive Stock Options (ISO), Nonqualified Stock Options (NQSO), and Restricted Stock Units (RSU).

Hours

Monday: 8:30AM - 5PM
Tuesday: 8:30AM - 5PM
Wednesday: 8:30AM - 5PM
Thursday: 8:30AM - 5PM
Friday: 8:30AM - 3PM
Saturday: ClosedSunday: Closed

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Ratings

Google: 3.5/5