Company Stock & Equity

Maximize and understand your company stock with a personalized plan from Brickley. From establishing your financial goals to considering tax implications, we help evaluate opportunities and risks to cultivate long term growth. Whether you’re a new employee, starting up or going public, we’ll guide you with every step.

Explore our wealth management services

We Work With:

ISOs (incentive stock option)
RSUs (restricted stock units)
NQSOs (non-qualified stock options)
ESPPs (employee stock purchase plan)
Section 10b5-1 Trading Plans
QSBS (qualified small business stock)

Watch: 5 Tips to Optimize Your Company Equity

Investment Management

Creating an investing strategy you can use regardless of market movement.

Achieve your financial goals through investments with a personalized plan. Brickley helps build your unique investment portfolio by monitoring the markets, finding opportunities and measuring your risk appetite. From the little details to the big picture, you have our support.

Tax Planning & Returns

We’re mindful and strategically tax efficient to optimize returns.

From IPO to company stock compensation, no matter how complex, we have a solution and strategy to optimize your tax returns. We continuously manage from prep to filing and help you understand the tax implications of major decisions. This is stress-free, strategic tax planning.

The Brickley Difference

Hear From Our Clients

The team at Brickley has been an amazing team to work with for our family and a true one stop shop. They take a complicated set of factors for us (ISO’s vesting & exercise, RSU vesting, Investment Management, and tax planning) and provide invaluable advice, while still giving our family a chance to chart our own course. Whether you want more of an ‘easy button’ for a complex set of factors or someone to work closely with along the way, Brickley is an easy choice for your Wealth Management & Tax needs

— Tech Sales Professional, Referred by Colleague After Successful IPO

Brickley Wealth has been instrumental as my financial situation has grown more complex. Their guidance gives me confidence as I navigate the tax implications of incentive stock options and restricted stock units. Not only do they educate me on the matter but also provide advanced projections to back up the advice with data. I know that I can trust the team no matter where my career takes me.

— Early Employee at High-Growth Tech Company, Post-IPO Planning Client

Disclaimer

We encourage our clients to provide testimonials on their experience with our firm in their own words. We appreciate their testimonial however we do not compensate them in any manner. We are sharing the positive experiences the clients have shared with us on this website. To help protect the clients identity we are not providing their full names.

Wealth Management Tailored for Tech Employees

Innovative thinking demands future planning. That’s where we come in. One team that does it all. We are your CPA, financial advisor, and wealth management professionals.

Company Stock & Equity

We Work With:

Watch: 5 Tips to Optimize Your Company Equity

Investment Management

Tax Planning & Returns

Retirement Planning

Get the answers you’re looking for.

Hear From Our Clients

Ready to make a plan?
We make it easy.

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Manage Consent Preferences

Innovative thinking demands future planning. That’s where we come in. One team that does it all. We are your CPA, financial advisor, and wealth management professionals.

Company Stock & Equity

We Work With:

Watch: 5 Tips to Optimize Your Company Equity

Investment Management

Tax Planning & Returns

Retirement Planning

Get the answers you’re looking for.

Hear From Our Clients

Ready to make a plan?We make it easy.

Privacy Preference Center

Manage Consent Preferences

Ready to make a plan?
We make it easy.