Fiduciary

Holland Capital Management, LLC

Charlotte, North Carolina

5.0 (12 reviews)
Call (877) 733-9435 Visit website →

About

Holland Capital Management is a Charlotte-based wealth management firm led by M. Chad Holland, a CFA and CFP®. The firm provides financial planning, investment management, estate planning, and retirement planning services, with additional offerings in trust advisory, life insurance, and lending options. Holland Capital Management operates under a fiduciary standard and serves high-net-worth individuals and entrepreneurs seeking coordinated planning that integrates tax and estate strategies.

Specialties

Firm details

Languages
English
Hours
Monday: 9AM-5PM, Tuesday: 9AM-5PM, Wednesday: 9AM-5PM, Thursday: 9AM-5PM, Friday: 9AM-5PM, Saturday: Closed, Sunday: Closed
SEC registered
No
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