Scott Davison, CFP®, CPA
Wealthcare Capital Management
Financial advisor located in Grand Rapids who serves Michigan residents, often those in Grand Rapids, Metro Detroit, Lansing, Kalamazoo, and Ann Arbor
800-223-7576
• Financial Planning
• Retirement Planning
• Investment Management
• Wealth Management
• Insurance Planning
• Tax Planning
• Goals-Based Planning
• Estate Planning
• Education Planning
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Offices
Wealthcare Capital Management
625 Kenmoor Ave SE
Suite 301
Grand Rapids MI 49546
Scott Davison is a CERTIFIED FINANCIAL PLANNER™ in Grand Rapids, MI 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.  Wealthcare Capital Management specializes in providing objective, goals-based financial planning and investment management with a focus on helping clients feel at ease and find comfort in the knowledge that they’re on track to achieve their most important lifestyle goals.  Scott's specialty and passion is serving those who fit one of two profiles: busy professionals in their 30s and 40s and those approaching retirement or retired in the past 10 years.
Title in the firm
Scott Davison - Financial Planner, specializes in helping Gen X & Y professionals and retiring baby boomers

Licenses, Certifications and Designations
  • CERTIFIED FINANCIAL PLANNER™ professional
  • Certified Public Accountant (CPA), State of Michigan

Biography
Rather than give the standard boilerplate bio, I thought I’d talk to you as a real person. I first heard of financial planning while in high school. During my junior year, my father asked what I planned to study in college. I had no idea. He suggested financial planning. I still remember his words clearly, “Pensions are disappearing and people will become more and more responsible for planning for their own retirement. Proper financial planning will become increasingly important, and I think you could find it very fulfilling to help people address their financial challenges.” I promptly disregarded his advice and majored in classical civilization once I arrived at the University of Michigan. I wanted to be the next Indiana Jones.

Once again, Dad had a comment. It was short and sweet: “What job are you going to get with a Classical Civilization degree?” I told him I could work in a museum or become an archeologist. These are respectable and rewarding jobs, but I thought there was no harm in applying to the business school. I figured I would plan to become an archeologist, but having a business degree would be a great safety net in the event I couldn’t find a position.

A funny thing happened. I was more drawn towards my business classes and saw my future there. After graduation, I joined Michigan-based public accounting firm Plante Moran and became a Certified Public Accountant. Wanting to work with families and their wealth, I transitioned to the firm’s financial planning group, Plante Moran Financial Advisors and became a CERTIFIED FINANCIAL PLANNER™ professional. Working with an outstanding group of individuals, I learned to think critically and honed my technical and problem-solving skills. I left the firm when my wife and I relocated to Boise, Idaho for her veterinary internship.

Upon our return to Michigan, I decided the time was right to strike out on my own to bring Wealthcare’s unique, goals-based financial planning approach to my clients. I guess Dad was right after all. Financial planning is my true calling.

Working in Financial Services Since
2005

Education
  • University of Michigan - Ross School of Business: Bachelor of Business Administration, 2004
  • University of Michigan - Ross School of Business: Master of Accounting, 2005

Personal Details
Scott lives in Grand Rapids, Michigan with his wife, Kristin, and their pets, a Boston terrier named Barney and a cat named Juno. Scott enjoys sampling fine barbeque, proudly becoming a Certified Barbeque Judge through the Kansas City Barbeque Society. Other interests include Michigan craft beer, Big Ten football, and pretending to read the stack of books on his nightstand.

DISCLOSURE: To better understand the nature and scope of the advisory services and business practices of Wealthcare Capital Management, LLC, please review our SEC Form ADV Part 2A, which is available here. By selecting the links in the above profile, you may be redirected to third party websites not under the supervision of Wealthcare who may have different privacy policies than Wealthcare.

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