Verified
Scott Davison is an independent, fee-only Certified Financial Planner™ professional located in Grand Rapids, Michigan who primarily serves Michigan residents (often those in Grand Rapids, Metro Detroit, Lansing, Kalamazoo, and Ann Arbor) but also serves clients throughout the United States. Scott provides confidence to Gen X&Y and retired boomers that their most important financial planning goals are within reach, believing that the only applicable benchmark is achieving the lifestyle you want, not a return percentage on a piece of paper.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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Michigan
04/10/2014 - Present
Wealthcare Capital Management LLC (Grand Rapids Michigan)
Michigan
01/20/2010 - 05/15/2012
Plante Moran Financial Advisors (Ann Arbor Michigan)
Active
Inactive
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