Stephen Brickley's Contact Details

Stephen Brickley's Company Details

Brickley Wealth Management

San Mateo, California, United States • 5 Employees
Financial Services

In 1985, Steve Brickley formed the CPA firm specializing in handling income, trust and estate tax planning matters. In 1999, the firm expanded its services to include independent investment advisory and financial planning.Our company was founded on the belief that objective financial guidance is a fundamental need for everyone. Our mission is to create long-term client relationships that are the foundation for providing financial guidance over generations. We are committed to serving our clients ethically and exceedingly well.Other generations in the family preceded Steve in finance and the next generation in the family will continue the legacy. We are a family of planners that understands the intricacy of helping others pursue their goals.Our value is the depth of experience we bring to the table. We have extensive experience with clients involving charitable remainder trusts, charitable organizations, family limited partnerships, various entities, and gifting strategies. Planning is second nature to Steve and others in the firm are learning the same.For a list of states in which I am/we are registered to do business, please visit www.brickleywealth.com