Strategy Squad

At Strategy Squad we provide wealth management, financial planning and investment guidance to a diverse population of individuals, families, and closely held businesses who seek efficient strategies to protect their wealth, their family’s standard of living, and create income for the future.

We believe in holistic planning in order to understand your needs and life goals. This helps us tackle unique situations, identify areas of risk, and create clear road maps for your financial security and success.

As strategists, we provide a critical analysis of your goals and objectives before making any recommendations.

Managing wealth can be complex and time-consuming.

As a fee-based insurance and financial planning firm, our experienced advisors will partner with you to design wealth strategies according to your best interest.