Strategy Squad is a wealth management firm based in Oakland, CA, dedicated to helping financially successful women and conscious investors achieve a legacy of abundance and ease. With a team of experienced fiduciary advisors, they provide customized financial planning, asset management, and responsible investing services to individuals, families, and organizations in the San Francisco Bay Area and beyond.
Strategy Squad's mission is to empower their clients to take charge of their finances and make sensible decisions involving money. They offer strategic investment plans tailored to meet present and future needs, as well as opportunities for clients to invest in socially responsible and impact-driven initiatives. With a focus on supporting women and the next generation of investors, Strategy Squad aims to help their clients lead purposeful lives, achieve financial independence, and invest responsibly.
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