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Apr 3, 2024

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 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 top rated “Wealth Strategy Secrets of the Ultra-Wealthy” podcast.

Enjoy this ‘wealth creation’ episode as Dan shares some of his lessons with Lou on Thrive LouD.