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Scott D

CFP®

Grand Rapids, MI

Wealthcare Capital Management LLC

Scott Davison is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Wealthcare Capital Management LLC since 2014. He is based in Grand Rapids, MI. Wealthcare Capital Management LLC is an SEC-registered multi-team advisory firm managing approximately $3.03 billion for individual and high-net-worth clients, trusts, retirement plans, foundations, and other entities. The firm offers portfolio management, financial planning, retirement plan advisory, and access to alternative and precious-metal investments, utilizing model portfolios supplemented by alternative investments and specialty platforms, with investment decisions guided by an Investment Policy Committee and evidence-based quantitative tools.

Private / alternative investments ESG / Sustainable investing Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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