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

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 […]

As an investor, focus on what you can control

You have the power to control how you go about investing.  Your actions as an investor can either lead to a better investment experience with you successfully achieving your goals, or these actions can make it harder for you to reach your desired destination.  Daily market news and headlines will continue to cause anxiety and […]

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