Jacob Grisham9 days agoFrom
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.
Carrie Armel9 days agoFrom
I was looking for a firm that has expertise of both CPAs and CFPs (certified financial planners). I spoke with their admin who took detailed notes and the owner Steve Brickley called me back within a couple of hours. I was specifically looking for guidance, from a numbers perspective, on whether it made sense for us to buy a house in the area. He spoke with me for over an hour - he asked lots of questions and I answered and gave him details of our finances. We then had a discussion on different scenarios of what was feasible, drawbacks and opportunities from what he'd learned from his own and clients' paths, ideas for alternatives, and who I might speak with for a more detailed look at different future scenarios/stress tests (and how I might also get some additional insights from chatgpt like tools). He was candid about what his firm offers and cost, and that it probably wasn't a good match for us. However, I highly recommend this attentive, candid, knowledgeable, Bay Area based group! In particular, if you have over $1M for active investing (they service a broad range above that) and want someone else to manage it then this close-knit family firm with tax, accounting, and financial planning expertise is likely an outstanding match.
Brian Chevalier9 days agoFrom
My experience with Steven Brickley, from Brickley Wealth Management, was nothing but positive. I spoke with him via phone for about 30 minutes today. He provided solid information and answered all of my questions. He even provided more information than I was expecting, which I totally appreciated.
Main location161 W 25th Ave Suite 204 San Mateo California 94403 US(650) 638-0111
