Envisioning a legacy of abundance and ease for financially successful women and conscious investors.

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Strategy Squad is the wealth management firm for individuals, families, and organizations 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 the San Francisco Bay Area and beyond.

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Featured Article

Invested In Racism – Asset Manager Woke-Washing

By Nicole Middleton Holloway, CFP®

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nicole middleton

Nicole Middleton Holloway, cfp®

Founder and CEO (she/her)

Living Our Values

Nicole Middleton Holloway, CFP®’s mission is to support women and the next generation of investors as they take confident steps towards financial independence. I focus on working with new inheritors of wealth and female professionals at the middle or peak of their careers who want to lead purposeful lives, take ownership of their financial futures, and invest responsibly.

Women of Color Circle

Planning is about motivation, awareness, conversation and action with intention. Sign up for one of our online classes designed specifically for women of color to talk about money, set financial goals, learn about investing and plan financially for the future!

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