In this Wealth Strategy Deep Dive, Dave Wolcott introduces the Pantheon Wealth Pyramid, a smarter, more strategic way to visualize and structure your wealth. Rather than relying on Wall Street's pie charts, Dave breaks down how this pyramid framework helps investors minimize risk and maximize returns—starting with a solid foundation through infinite banking and then layering in cash-flowing, tax-efficient assets like real estate, energy, and private credit.

Dave also explains how to think about higher-risk assets like crypto and public equities in your portfolio and why traditional advice often misses the mark. If you're ready to step away from the Wall Street model and create a portfolio that serves your long-term goals, this episode will reshape how you approach your wealth strategy.

Explore the investment blueprint behind the Wealth Pyramid:

Learn more at Pantheoninvest.com

Download your free copy of Dave’s book and get exclusive access to the investor community:

https://www.holisticwealthstrategy.com/

Episode 8: The Portfolio Framework the Ultra-Wealthy Actually Use 08:39 Share

Wealth Strategy Secrets of the Ultra Wealthy Podcast

Shownotes Transcript

Episode 8: The Portfolio Framework the Ultra-Wealthy Actually Use