STRATEGY SQUAD

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 mission is to support the next generation of women as they take confident steps toward financial independence. We support women every step of the way as they develop their capacity for making a positive impact with their wealth - in their families, in the communities, and in the world.

Primary location: Orinda United States