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© 2020 Brickley Wealth Management

Wealth Management Tailored for Tech Employees

The tech industry is constantly changing—meet the financial plan that stays ahead.

EST. 1985

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

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.

Retirement Planning

Make your retirement stress-free and sustainable with Brickley’s support. Whether you’re trying to consolidate your accounts or determining a budget, we will create a tax-efficient plan that allows you to focus on what matters most—living.

Get the answers you’re looking for.

Are there company rules when exercising or selling company stock?
What are the differences between my employer stock grants?
What estate planning strategies should be considered?
How do you diversify and reinvest the proceeds of company stock?
How to plan a diversification strategy for Restricted Stock Units (RSUs).
How many shares do you retain for long term growth?
What to consider for short-term and long-term wealth 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 Stock Owner
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.
— Equity Compensation Client

Ready to make a plan?
We make it easy.

Book a Call
contact@brickleywealth.com
(650) 638-0111
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161 W 25th Ave, Suite #204, San Mateo, CA 94403
Contact@brickleywealth.com
(650) 638-0111

Brickley Wealth Management is a Registered Investment Adviser*. Advisory services are only offered to clients or prospective clients where Brickley Wealth Management and its representatives are properly licensed or exempt from licensure. The information throughout this website is solely for informational purposes. The content is developed from sources believed to provide accurate information, and we conduct reasonable due diligence review however, the information contained throughout this website is subject to change without notice and is not free from error. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. Readers should conduct their own review and exercise judgment prior to investing and should carefully consider their own investment objectives and not rely on any post, chart, graph or marketing piece to make a decision. No investment or tax advice may be rendered by Brickley Wealth Management or Brickley & Company unless a client service agreement is in place. We are not providing any personalized investment advice through this website. Please consult your investment, tax, or legal advisor for assistance regarding your individual situation. Brickley Wealth Management does not provide legal advice, and nothing in this website shall be construed as legal advice. For more information on our firm and our advisers, please see the latest Form ADV and Part 2 Brochures and our Client Relationship Summary https://adviserinfo.sec.gov/firm/summary/287487. For a copy of our Privacy Notice, please go here.

*Please note that the term "registered investment adviser" and description of our firm and/or our associates as "registered" does not imply a certain level of skill or training.

2020 Brickley Wealth Management. All rights reserved.
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