An interview with Steve Brickley, CPA, on the importance of having an experienced advisor.
As a veteran CPA and wealth manager, my journey through accounting, tax planning, and investment advisory has taught me one pivotal lesson: the depth of one’s experience significantly influences the quality of service provided to clients. At Brickley Wealth Management, we believe that varied experiences not only enhance technical skills but also enrich the financial planning process, ultimately fostering more secure and prosperous futures for our clients.
Experience in wealth management is not just about the years spent in the industry; it's about the diversity of those years. My career began at a large CPA firm, which gave me a solid foundation in tax planning—a crucial aspect of managing wealth. Over the decades, this experience has proved invaluable as I've navigated clients through complex financial landscapes, helping them optimize their investments while minimizing tax liabilities.
Technical knowledge alone is not sufficient. True knowledge requires an understanding of clients’ lives and aspirations. Each family has unique needs and dreams, and a wealth manager must tailor strategies that resonate with their personal and financial goals. This personalized approach has been a cornerstone of my practice at Brickley Wealth Management, where we consider clients as part of our extended family.
One of the most enriching aspects of my career has been the long-term relationships I've built with clients. Starting from young professionals to seasoned business owners, the journey alongside my clients through various life stages—from buying homes to planning for retirement—has provided me with insights that are as varied as they are deep. These experiences have enabled me to offer advice that is not only informed by historical data but also tempered with personal understanding and foresight.
We integrate investment management with tax planning, estate strategies, and financial planning. This approach ensures that every aspect of a client’s financial life is aligned with their overall objectives, providing clarity and coordinated strategies that work seamlessly together.
The wealth of experience I've gained over the years has been instrumental in shaping the services we offer at Brickley Wealth Management. It has taught me that effective wealth management is not just about managing money—it’s about understanding people, their histories, their families, and their dreams. Our commitment to providing personalized, experienced-based advisory services ensures that our clients not only meet their financial goals but also secure a thriving future.
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