The MICPA Member Advantage

At WealthCare Management Services, Dave Petoskey and his team specialize in simplifying financial complexities for individuals and business owners. We offer a comprehensive suite of services, including investment management, strategic retirement planning, estate planning, and tax optimization strategies. Aligning your aspirations and financial goals with planning and investment strategies, you'll receive a thoughtfully curated plan that empowers you to maximize your income and assets so you can pursue your personal vision of financial success. Working collaboratively with your CPA partners, Dave will ensure a powerful alliance is forged to help you make purposeful decisions today and safeguard your wealth for the future. Recognizing the value of giving back, Dave serves on many committees and advisory councils at his alma mater, Walsh College, and is a member of its President’s Advisory Council. He currently serves as the Chairman of the Board.

Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Wealthcare Management Services, a registered investment advisor and separate entity from LPL Financial.