All Episodes

March 12, 2025 17 mins
Dave Wolcott is a visionary wealth strategist dedicated to uncovering the financial strategies of the ultra-wealthy. With over twenty years of experience in alternative assets, tax strategy, and multi-generational wealth, he has partnered with top investors to develop the Pantheon Holistic Wealth Strategy, a blueprint for achieving financial freedom beyond traditional stock market investing. As the founder of Pantheon Investments, Dave empowers entrepreneurs with insider knowledge once reserved for the affluent, helping them build legacy wealth with purpose and fulfillment. He is the author of The Holistic Wealth Strategy: A Framework for Building Legacy Wealth and Living an Extraordinary Life. He hosts the top-rated podcast Wealth Strategy Secrets of the Ultra-Wealthy. Dave provides a proven path to financial independence through his work, equipping clients with strategies to minimize taxes, maximize passive income, and create lasting wealth.   Listen to this insightful RIA episode with Dave Wolcott about the five-phase blueprint for building exponential growth. Here is what to expect on this week’s show: - How ultra-wealthy people invest differently. - Why shifting to a growth and abundance mindset is essential. - How to structure your wealth like a billionaire. - What the secret to getting asymmetric returns is.  - Why traditional financial advice fails most people.   Connect with Dave: Links Mentioned: Pantheon Investments X Instagram Facebook LinkedIn Learn more about your ad choices. Visit megaphone.fm/adchoices
Mark as Played

Advertise With Us

Popular Podcasts

Stuff You Should Know
24/7 News: The Latest

24/7 News: The Latest

The latest news in 4 minutes updated every hour, every day.

Crime Junkie

Crime Junkie

Does hearing about a true crime case always leave you scouring the internet for the truth behind the story? Dive into your next mystery with Crime Junkie. Every Monday, join your host Ashley Flowers as she unravels all the details of infamous and underreported true crime cases with her best friend Brit Prawat. From cold cases to missing persons and heroes in our community who seek justice, Crime Junkie is your destination for theories and stories you won’t hear anywhere else. Whether you're a seasoned true crime enthusiast or new to the genre, you'll find yourself on the edge of your seat awaiting a new episode every Monday. If you can never get enough true crime... Congratulations, you’ve found your people. Follow to join a community of Crime Junkies! Crime Junkie is presented by audiochuck Media Company.

Music, radio and podcasts, all free. Listen online or download the iHeart App.

Connect

© 2025 iHeartMedia, Inc.