At Holland Capital Management, we specialize in helping successful people achieve their goals and make their dreams a reality. We bring wealth management together with sophisticated tax and estate planning strategies so your money can do more. Learn about our process in a complimentary consultation to see if we can help you achieve your goals. Start your journey today with a Charlotte, NC financial advisor in your corner!💡🛤️💰 https://lnkd.in/eXKhN5ct
Holland Capital Management, LLC
Financial Services
Charlotte, North Carolina 47 followers
Our Charlotte, NC based advisory team can help you preserve, strengthen and grow your wealth in all market conditions.
About us
Benefit From Our Multi-Disciplinary Approach Today's climate is complex. Between economic and geopolitical uncertainty driving markets to fast-changing tax laws, there's much to do to build and maintain your wealth. Far more than just one generalist can handle. That’s why at Holland Capital Management, we take a different approach. Instead of working with just one financial advisor, you get a team of specialists focused on your financial results. •Comprehensive financial planning from M. Chad Holland, CFA®, CFP™ to chart your course while shoring up blind spots and vulnerabilities. •Customized investment management by a GIPS® compliant money manager. •Trust advisory services, so you can access more sophisticated tax, estate planning and asset protection strategies. •Portfolio lending, so you can easily access funds when you need to. •Life insurance analysis and products for estate and tax planning. •More attention to risk management from our entire team. •Unlimited support, so we're always just an email or phone call away. These specialists are coordinated by Chad, who acts as your direct contact. We also work directly with your CPA, attorney and other trusted advisors, so we can discuss, coordinate and smoothly implement strategies on your behalf. This way, you’re not dealing with junior associates who may or may not have the skills to handle your money. You’re only dealing with seasoned professionals who can help you make the most of your resources.
- Website
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www.hollandcapitalgroup.com
External link for Holland Capital Management, LLC
- Industry
- Financial Services
- Company size
- 2-10 employees
- Headquarters
- Charlotte, North Carolina
- Type
- Privately Held
- Founded
- 2019
- Specialties
- financial planning, investment management, portfolio lending, insurance planning, estate planning, and trust advisory
Locations
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Primary
15720 Brixham Hill Ave
Suite 300
Charlotte, North Carolina 28277, US
Employees at Holland Capital Management, LLC
Updates
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Optimize Your Social Security Benefits Every year, people automatically sign up for Social Security without taking time to analyze their options. That can be an expensive mistake. Learn more about your best social security strategy from a Charlotte, NC-based financial advisor. Schedule a consultation today to find out!👇 https://lnkd.in/eXKhN5ct
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Ten months have passed since the Federal Reserve last raised interest rates. The pause in rate hikes follows a 17-month period where the central bank raised interest rates by +5.00%. It was the fastest and most aggressive rate-hiking campaign in decades, but the focus is shifting to interest rate cuts as the central bank prepares to make its next policy move. The dashed lines in Figure 1 show the timing of anticipated rate cuts. Click below to read more! https://lnkd.in/eueNniNh
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The S&P 500 Index returned -4.0%, outperforming the Russell 2000 Index’s -6.8% return. Ten of the eleven S&P 500 sectors traded lower in April, led by Real Estate. Corporate investment-grade bonds produced a -3.2% total return as Treasury yields rose, while corporate high-yield bonds produced a -1.3% total return. International stocks outperformed U.S. stocks. The MSCI EAFE developed market stock index returned -3.2%, while the MSCI Emerging Market Index returned -0.2%. Click here to read more! https://lnkd.in/djckXFVj
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Is your current wealth accumulation strategy fully addressing your future financial security? While prioritizing growth is crucial, ensuring a balanced approach that includes defense is essential for safeguarding your assets and minimizing risks. Explore how our tailored solutions emphasize wealth preservation alongside strategic growth, empowering you to pursue consistent progress and financial stability in any market environment. Schedule a consultation today to discover how we can help you optimize your investment strategy without compromising on growth potential. https://lnkd.in/eXKhN5ct
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📈 Social Security often gets a bad rap, but really, it can be a valuable income source in retirement to help you fight the ravages of inflation. But most people simply sign up without thinking much about it. If that’s you, you could be leaving money on the table. Why lose out? Connect with a Financial Advisor in Charlotte, NC, for personalized guidance to make the most of this benefit!👇 https://lnkd.in/eXKhN5ct
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Managing your life savings is no easy project. Mistakes and large losses can move you farther away from your goals. So, hiring the right professionals matters. Click below to read more! https://lnkd.in/e8QyFYMW
The CFA® Advantage: What Can Hiring a CFA® (Vs. CFP®) Do For You? | Holland Capital Management LLC
hollandcapitalgroup.com
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Is your best financial future in focus? When you’re successful, you often don’t have time for enough long-term planning. That can mean you’re not making enough progress toward true financial independence. Learn how we can help you create and implement a plan to work toward a work-optional lifestyle sooner rather than later. Schedule a consultation today to find out. 💰📈👇 https://lnkd.in/eXKhN5ct
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🌟When you’re successful, you work hard and want to relish the good things in life. But at the same time, you probably want to work toward achieving real financial independence. That requires intensive planning and help from specialists to make sure your tax planning, estate planning, and asset protection are all helping you achieve that goal. At Holland Capital Management, we specialize in helping successful people achieve these goals and make their dreams a reality. Learn about our process in a complimentary consultation to see if we can help you achieve your goals! 💡🛤️💰 https://lnkd.in/eXKhN5ct
Chad Holland
calendly.com
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💰When the idea of wealth turns into the pursuit of “more,” there usually isn’t a destination. At the same time, always striving for more can mean outsize risks that can lead to more losses…taking you backward. Ready for a different approach? Learn how our Charlotte, NC Financial Advisor can help you strive to achieve more with less stress along the way. 💼💡 https://lnkd.in/eXKhN5ct