Strategy Squad is the wealth management firm for individuals, families,  philanthropic institutions and mission-driven small businesses dedicated to living lives of abundance and impact. 

We help our clients secure their financial futures with values-driven investments and guidance, and specialize in working with women who are ready to get serious about their wealth and transform their financial futures. 

Our Services include: 

💵 Asset Management: We help clients take charge of their finances by customizing a strategic investment plan that meets present and future needs. Minimum account size for portfolio management is $1,000,000.

💵 Responsible Investing: From ESG to regenerative investing, clients can address their desire to help people and the planet, while also earning competitive financial returns. Portfolio management services are offered in partnership with Natural Investments, LLC, a leader in socially responsible and impact investing for over 30 years.

💵 Financial Planning: Through nurturing and collaborative consulting, our advisors will help you look at the big picture, assist you in defining and prioritizing your life goals, and help you develop a holistic financial plan to make sensible decisions involving money. Our project-based planning fee is typically between $6,000-$8,000.

Our fiduciary team brings generations of financial planning and wealth management expertise to the San Francisco Bay Area and beyond. 

As your Strategy Squad and investment team we take an honest and caring approach to financial guidance and believe in our clients’ potential to build lasting wealth that makes a difference in their lives and the lives of others.

Strategy Squad

This department provides financial advisory and client service support in wealth management.

Strategy Squad

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Teams

Wealth Management

Offices

Strategy Squad

Org chart

Teams

Wealth Management

Offices

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