Strategy Squad - Wealth Management, Financial Planning, Investment Advice

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.

Getting Your Retirement Back on Track During and After COVID-19

This week I stood in my mother’s kitchen and she told me that she is worried about her retirement. Her goal is to retire in less than 10 years, and she feels that so much of her ability to have a financially secure retirement is reliant upon a strong economy. My mother — the strongest, […]

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 […]