Brickley Wealth Management

Brickley Wealth Management provides comprehensive portfolio management and financial planning services to individuals, high-net-worth individuals, trusts, estates, and businesses. The firm acts as a fiduciary, legally required to act in your best interest, and builds globally diversified portfolios using individual stocks, bonds, exchange-traded funds, mutual funds, and options. Brickley Wealth Management creates personalized investment approaches based on your risk tolerance and time horizon, while regularly monitoring and rebalancing your portfolio. In addition to investment management, the firm offers standalone or bundled financial planning covering retirement, education funding, cash flow, budgeting, estate planning, and tax strategies. Brickley Wealth Management also provides retirement plan consulting for employers and refers clients to third-party money managers when appropriate. The firm operates out of San Mateo, California.