Dave Wolcott started his career serving the country as a Captain in the Marine Corps. In 2000 he and his wife won the baby lottery by having triplets which inspired him to challenge the traditional financial planning advice of Wall Street. He then started an obsessive journey to understand how the top one percent were building their wealth.

A serial entrepreneur at heart, Dave spent the next 20 years building several businesses, investing in alternative assets, and creating The Pantheon Holistic Wealth Strategy: the playbook to becoming ultra-wealthy and having not only freedom of money, but freedom of purpose, time, and relationship.

Today, Dave is the Founder and CEO of Pantheon Investments and is more passionate than ever about helping entrepreneurs build wealth by passively investing in superior real estate and alternative assets that provide predictable cash flow, tax efficiency, and upside potential as a reliable alternative to the volatility of the stock market.

Dave is the author of “The Holistic Wealth Strategy”, A Framework for Building Real Wealth and Living an Extraordinary Life, and is also the host of the toprated “Wealth Strategy Secrets of the Ultra-Wealthy” podcast.

What You Will Learn:

Who is Dave Wolcott?
How to achieve exponential wealth with the Holistic Wealth Strategy, a 5 Phase Approach?
How to offset Active income with oil & gas investing?
How to create a tax-efficient liquidity foundation with infinite banking?
Take back control by exiting your 401k
How to reposition assets for maximum velocity and downside protection
How to create a vision to achieve freedom of money, purpose, time, and relationship?
Dave shares how she can be contacted.

Additional Resources from Dave Wolcott:

Website: https://pantheoninvest.com/
Phone: (703) 389-4345
Email: dave@pantheoninvest.com
LinkedIn: https://www.linkedin.com/in/dave-wolcott-863306/
Facebook: https://www.facebook.com/PantheonInvest/
Instagram: https://www.instagram.com/pantheoninvest/
YouTube: https://www.youtube.com/channel/UC8EsPFlwQUpMXgRMvrmbAfQ

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Episode 195: Protecting and Multiplying Your Wealth, with Dave Wolcott 37:12 Share

Massive Passive Cash Flow Podcast

Shownotes Transcript

Episode 195: Protecting and Multiplying Your Wealth, with Dave Wolcott