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.
Invested In Racism – Asset Manager Woke-Washing
By Nicole Middleton Holloway, CFP®Learn More
Nicole Middleton Holloway,
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!Learn More
Events & Webinars
We are dedicated to empowering our clients—and prospective clients—with financial information and resources that are vital to their financial health. Attend a Strategy Squad event and level up.
Investing to Advance Racial Justice–Breakout Panel
The premier event in the sustainable and impact investment field.Register
Be Your Own Boss Course–With Uptima Entrepreneur Cooperative
Take a deeper look at your personal goals and whether starting a business can help you achieve them.Register