Scott Davison
- Role
- Financial Planner, Cfp, CPA at Wealthcare
- Location
- Grand Rapids, MI, US
- LinkedIn followers
- 500 followers
About Scott Davison
Most financial planning services monitor your past, sending quarterly or annual reports…
Experience
Financial Planner, Cfp, CPA
Apr 2014 — Present
As a fee-only Registered Investment Adviser, Wealthcare Capital Management delivers objective, life-relative financial advice. Wealthcare pioneered the practice of goals-based wealth management, giving clients confidence that their valued goals can be exceeded without exposure to unnecessary investment risk or lifestyle sacrifice. The patented Wealthcare System is a straightforward process that connects clients’ lives with their investments. The result is a dynamic plan that is adaptable to changes in clients’ lives as well as the market’s inevitable ups and downs.
Education
University of Michigan - Stephen M. Ross School of Business
Bachelor of Business Administration (BBA), Accounting, Organizational Behavior
2002 — 2004
University of Michigan
Broad liberal arts curriculum with pre‑business and history emphases
2000 — 2002
University of Michigan - Stephen M. Ross School of Business
Master of Accounting
2004 — 2005
Skills
- Financial Planning
- Independent Financial Advice
- Wealth Management Services
- Certified Financial Planner
- Investments
- Asset Management
- Wealth Management
- Personal Financial Planning
- Estate Planning
- Asset Allocation
- Fee Only
- Strategic Financial Planning
- Personal Tax Planning
- Financial Planners
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