Farrah B.
1/3/2017
My 2017 New Years resolution is to financially plan for the future. Nicole and the Strategy Squad team have adequately prepared me to meet my resolution head on. I had a great consultation with...
Strategy Squad
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Oakland, CA 94612
Strategy Squad is a wealth management firm based in Oakland, California, dedicated to helping individuals, families, and organizations achieve financial success aligned with their values. With a focus on responsible investing and client education, their experienced fiduciary team supports clients in securing their financial futures while promoting social justice and community impact.
Led by founder Nicole Middleton Holloway, Strategy Squad specializes in serving women and new inheritors of wealth, offering customized financial planning and investment strategies. By prioritizing ethical investments and holistic financial solutions, the firm empowers clients to take ownership of their financial futures and make informed decisions that resonate with their personal values.
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