Strategy Squad

Wealth Management, Financial Planning, Investment Advice

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ABOUT US

Strategy Squad is the wealth management firm for women dedicated to living lives of abundance and impact. We help our clients secure their financial futures with values-driven investments and guidance. Our fiduciary team brings generations of financial planning and wealth management expertise to Oakland, California and beyond.

We serve individuals, families, and small businesses, and specialize in working with women who are ready to get serious about their wealth and transform their financial futures. Women are the CFO’s of their families and their households, and when women thrive financially, the benefits ripple out to everyone around them.

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LATEST FROM THE BLOG

Planning This Fall For Next Season’s Harvest

October is a good time of year to focus on a few key steps that will help lead to financial abundance now and in the future. TIME FOR A PORTFOLIO REVIEW How did your investments perform this year?  Do you understand the type of investments that you own?  Are your investments properly diversified? Investors don’t […]

How do I know if my financial advisor is doing a good job?

Nowadays it can be equally hard for people who are currently working with a financial advisor, or seeking professional help with their personal finances for the first time, to know if they are working with the right financial professional.  There can be some nuances and gray areas in our professional field, but we wanted to […]

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EDUCATION IN OUR COMMUNITY. NICOLE & DENNIS TALK ABOUT STRATEGIC FINANCIAL PLANNING!