We have had a great experience working with Nicole, Diana and Gwynn. Strategy Squad has excelled at educating us about investment options that align with our social justice values. As inheritors of wealth, we are interested in ensuring that our investments are not supporting the extractive and racist industries and structures that we want to dismantle and Nicole and her team have been helpful guides in achieving this goal – they are well-researched, good communicators, and innovative in their approach to wealth management. Thank you, Strategy Squad!

Nicole, Gwynn and Diana are a wonderful investment team. They support my values with excellent advice. I am grateful for their intelligence and kindness.

Nicole, Diana and Gwynn have been incredibly helpful. I wanted a team that was focused on ESG and grounded in the importance of community investment. They have found wonderful investments that align with my values while at the same time ensuring that my financial future is solid. I am able to rest assumred that my team is staying on top of my financial situation so that I can focus on my life.

I have been working with Nicole and her team for the past five years. In those years I have, quite literally, slept better knowing that my investments are in their hands. In addition to being extremely responsive, the team is constantly anticipating the future needs of my family. Unlike other financial advisors, Nicole works with you to help you attain not only your monetary goals, but to keep them in alignment with your values and ethics. I so very much appreciate all of their help and guidance over the years!