Scott Davison
Financial Planner, Cfp, CPA @Wealthcare
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WORK HISTORY
Financial Planner, Cfp, CPA @Wealthcare
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
University of Michigan
Broad liberal arts curriculum with pre‑business and history emphases
University of Michigan - Stephen M. Ross School of Business
Master of Accounting
SKILLS
ABOUT SCOTT DAVISON
Most financial planning services monitor your past, sending quarterly or annual reports…
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