Dave Wolcott’s 5-Phase Holistic Wealth Strategy for Financial Freedom

In this episode of the Millionaire Mindcast, Matty A. welcomes Dave Wolcott, founder of Pantheon Investments, for an in-depth conversation on building true generational wealth outside of the traditional Wall Street model.

Dave shares his transition from Marine Corps service to becoming a successful investor, how he discovered the power of alternative asset classes, and why tax efficiency is a critical pillar in wealth building. From his Wealth Strategy Framework to specific tactics like cost segregation and bonus depreciation, Dave provides a roadmap for investors who want more control, better cash flow, and stronger long-term returns.

Whether you’re looking to protect your wealth, grow it faster, or pass it on to the next generation, this episode delivers proven strategies you can start applying today.

What You’ll Learn in This Episode:

• Why traditional investing may not be enough for financial freedom
• How alternative investments outperform in cash flow and tax benefits
• The Wealth Strategy Framework for building lasting wealth
• Advanced tax strategies for high-net-worth investors
• Why mindset and network are key to scaling wealth
• How to identify opportunities in uncertain markets

Timestamps:

00:00 – Intro: Meet Dave Wolcott and his investing background

04:00 – Breaking away from the Wall Street model

08:00 – Wealth Strategy Framework overview

13:00 – Leveraging alternative investments for cash flow and protection

17:00 – Advanced tax strategies (cost segregation, depreciation)

21:00 – The importance of mindset and relationships

25:00 – Navigating market volatility for opportunity

29:00 – Closing advice for long-term wealth creation

Connect with Dave Wolcott:

Website: http://www.patheoninvest.com

LinkedIn: https://www.linkedin.com/in/davewolcott/

Instagram: https://www.instagram.com/pantheoninvest

Facebook: https://www.facebook.com/pantheoninvest

YouTube: https://www.youtube.com/@pantheoninvestments

Episode Sponsored By:

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