Professional Guidance That Reflects Your Career and Credentials
After years in specialized care, many urologists in Jensen Beach face the challenge of coordinating old 401(k)s, hospital retirement accounts, and brokerage assets — often without a cohesive plan.
We help clinicians bring order and purpose to the transition out of practice:
- Consolidate employer plans and simplify account structure
- Evaluate Roth conversions during low-income windows
- Remove costly investment overlap and legacy assets
- Remove costly investment overlap and legacy assets
About Holland Capital Management in Jensen Beach, FL
Led by M. Chad Holland, CFA®, CFP®, Holland Capital Management provides fiduciary financial planning and investment management for high-income professionals. With offices in Charlotte, NC, and Winter Park, FL, we serve clients across the nation.
M. Chad Holland CFA, CFP®
About Jensen Beach, Florida
Jensen Beach
Jensen Beach is an unincorporated community and census-designated place (CDP) in Martin County, Florida, United States. The population was 12,652 at the 2020 census. It is part of the Port St. Lucie, Florida Metropolitan Statistical Area. The history of Jensen Beach in the 19th century revolved around pineapple farming.
Why Urologists in Jensen Beach, FL Work with Us
We serve medical professionals nationwide who are:
Near retirement or adjusting clinical hours
Seeking a tax-aware income plan
Looking for independent, fiduciary guidance
What You’ll Gain
An integrated strategy for all retirement accounts
Tax-smart rollover and withdrawal decisions
Clarity and control in your financial transition
Book Your Free Clarity Call
We collaborate with urologists nationwide to simplify rollovers and manage their financial transitions.
Let’s have a quick, no-pressure chat to learn about your current setup and your next steps.
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Location
Jensen Beach, FL - Hours
Monday - 9am-5pm
Tuesday - 9am-5pm
Wednesday - 9am-5pm
Thursday - 9am-5pm
Friday - 9am-5pm - Phone/Fax
P | 877-733-9435
F | (980) 500-1531 - Email Us
chad@hollandcapitalgroup.com