​Strategy Squad is a values-driven wealth management firm based in Oakland, California, specializing in serving financially successful women, new inheritors, and conscious investors. Co-founded by Nicole Middleton Holloway, CFP®, and her father Dennis N. Middleton, CPA, the firm offers services including financial planning, asset management, and responsible investing. With a focus on aligning clients’ financial goals with their social and ethical values, Strategy Squad emphasizes ESG and regenerative investing. Their partnership with Natural Investments, LLC, enhances their commitment to socially responsible investing. The firm caters to clients with a minimum portfolio size of $1,000,000, providing personalized strategies to help them achieve financial independence and make a positive impact.