Services

Investment Strategy

Wealth Management

Tax Planning

Financial Planning x Tech

Learn

Financial Planning x Tech

This is some text inside of a div block.

Video

Video: 5 Tips to Optimize Your Company Equity

Stock Options

Tax Planning

Share:

Watch more videos

Video: 5 Tips to Optimize Your Cash Flow

Video: 5 Tips to Optimize Nonqualified Stock Options (NSOs)

Video: 5 Tips to Optimize Incentive Stock Options (ISOs)

Video: Benefits of Combining Investment and CPA Services

Understanding how to align your equity compensation with your long-term goals is fundamental for maximizing its potential. Let's discuss five planning considerations you should keep in mind.

Brickley Insights

Subscribe to practical insights on important wealth management topics.

Your submission has been received!

Oops! Something went wrong while submitting the form.

We respect your privacy.

Keep learning

See All Scroll

Financial Planning

Preparing for an IPO: A Helpful Guide to Managing Your Equity

Preparing for an IPO brings exciting financial opportunities, but understanding how to handle equity awards like RSUs and stock options is essential. This guide from Brickley Wealth Management outlines key strategies, tax implications, and timing considerations to help you maximize your financial rewards.

Financial Planning

Optimizing Equity Compensation Strategies: Balancing Stock Options and Taxes

Strategically managing equity compensation involves evaluating stock options like ISOs, NQSOs, and RSUs while considering tax implications. Planning around key events and integrating tax projections are crucial for making informed decisions.

Stock Options

What Should You Do with Your RSUs?

Managing RSUs involves navigating tax considerations and making strategic financial decisions. This post outlines the key factors to consider when deciding whether to sell or hold your RSUs, along with options for reinvesting or donating proceeds.

Financial Planning

How to Approach a Windfall: Key Considerations for Financial Planning

Receiving a financial windfall can open new possibilities, but it’s important to approach it thoughtfully. This guide covers essential considerations, from understanding taxes to aligning newfound wealth with your financial goals.

Tax Planning

The Importance of Communicating with your CPA

The Power of Consistent CPA Communication.

Financial Planning

When should I see a CPA?

When Should You Hire a CPA? Key Moments to Consider.

Ready to make a plan?
We make it easy.

Book a Call

contact@brickleywealth.com

(650) 638-0111

Brickley Insights

Subscribe to practical insights on important wealth management topics.

Your submission has been received!

Oops! Something went wrong while submitting the form.

We respect your privacy.

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.

Privacy Policy

Your Privacy is important to us

Customize your cookie preferences or click “Accept All” to agree to the storing of cookies on your device. View our Privacy Policy for more information.

Preferences

Accept

Deny

Privacy Preference Center

Below we list the different types of cookies that we use on the Site. The specific cookies that we use, and the categories to which they belong, are available in the consent manager. To the extent any personal information is collected through cookies, our Privacy Policy applies and complements this Policy.

Always Allow Cookies

Close

Manage Consent Preferences

RequiredAlways Active

Required cookies enable you to navigate the Site and to use its services and features. Without these absolutely necessary cookies, we may not be able to provide the Site or certain services or features, and the Site will not perform as smoothly for you as we would like it to.

MarketingCheckbox

These cookies are used to deliver advertising that is more relevant to you and your interests. They may also be used to limit the number of times you see an advertisement and measure the effectiveness of advertising campaigns. Advertising networks usually place them with the website operator’s permission.

AnalyticsCheckbox

These cookies allow us to analyze your use of the Site to evaluate and improve our performance, for example, by providing us information about how our site is used.

Reject All Confirm My Choices

Thank you! Your submission has been received!

Oops! Something went wrong while submitting the form.