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David Petoskey

President

Wealthcare Management Services (WMS)


David Petoskey is President of Wealthcare Management Services (WMS), a financial planning firm he founded in 1995 that provides clients with a goals-driven experience that synchronizes planning and investing.  By focusing on what really matters to clients – their life goals – Dave and his team create plans that help clients make the most of their income and assets. Dave and the WMS team work with a wide range of clients, including business owners, executives, entrepreneurs, and families in the Detroit metropolitan area and beyond. The firm’s success and longevity can be attributed to his uncanny people skills and understanding of planning and investing concepts.

Product Type
Live Webcast Replay

Ensuring Financial Wellness: The Role of Estate Plans, Wills & Insurance


Total Credits: 1 including 1 Specialized Knowledge - Technical

Average Rating:
Not yet rated
Categories:
Partner Produced
Faculty:
Richard Austin, JD, LLM, CIMA®, CEPA |  Peter Kaplan |  David Petoskey
Duration:
1 Hour
Price:
$5.00 - Member


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