Holland Capital Management, LLC
Why pick this one
Holland Capital Management offers customized wealth management and employs a Chartered Financial Analyst® for specialized financial advice.
Best for
- high net worth individuals seeking comprehensive financial strategies
- clients who need proactive wealth management in volatile markets
Look elsewhere if
- individuals seeking low-cost investment solutions
- clients with less than $1,000,000 in investable assets
Specialties
- financial planning
- retirement planning
- investment management
- trust advisory
- portfolio lending
Certifications
- Chartered Financial Analyst®
- CERTIFIED FINANCIAL PLANNER™
What makes them different
- all-fiduciary team ensures objective advice
- customized wealth management for high net worth individuals
- risk management strategies for both growth and defense
- Response time
- contact within one business day
- Serves
- Charlotte
Distilled from this business's own website.
Contact & Location
- Address
- 15720 Brixham Hill Ave Unit 300, Charlotte, NC 28277
- Phone
- 7046811792
- Website
- http://www.hollandcapitalgroup.com/
- chad@hollandcapitalgroup.com
Services
- wealth management
- tax planning
- estate planning
- financial consulting