In this episode of The Alternative Investor Mastermind, host Jack Krupey sits down with Dave Wolcott, Founder & CEO of Pantheon Investments, to explore what it really takes to build holistic wealth — beyond Wall Street.
From oil & gas investing and AI-driven tax strategies to the launch of Pantheon’s Wealth OS platform, Dave reveals how the ultra-wealthy think differently about taxes, diversification, and purpose-driven success.
Whether you’re a real estate investor, a business owner, or simply looking to optimize your financial future, this episode will show you how to align your capital, mindset, and lifestyle to create lasting freedom.
Timestamps:
00:00 - Intro
02:30 - Dave’s journey from Marine Corps to investor
07:45 - Tax planning vs tax preparation
12:15 - Real estate and oil & gas tax advantages
19:40 - AI tools transforming tax and wealth management
26:00 - The rise of private credit and energy investing
33:10 - The Holistic Wealth Strategy framework
39:30 - Investing in yourself and building true freedom
45:00 - Outro
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#AlternativeInvesting #TaxStrategies #AIWealth #OilAndGasInvesting #PassiveIncome #HolisticWealth #RealEstateInvesting #FinancialFreedom #PrivateCredit #PantheonInvestments
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