Why Building a Dream Team is the Secret to Lasting Wealth

In this solo episode of Wealth Strategy Deep Dives, Dave shares one of the most powerful keys to building legacy wealth—creating your dream team. Too often, investors try to grow alone, but the ultra-wealthy know that scaling wealth requires surrounding yourself with experts who can help you protect, preserve, and multiply your assets.

Dave walks through the essential roles every investor should consider, from a functional medicine doctor and nutritionist who keep you performing at your peak, to proactive tax planners, asset protection attorneys, insurance strategists, and risk managers who safeguard your wealth. He explains why the right advisors should not just be at your level—but 10x above you—so you can accelerate your path to becoming your future self.

This episode challenges you to ask a game-changing question: If I were to 10x my wealth today, who would I need on my team to make that happen? The answer may transform not only your portfolio, but your entire life.

Ready to take the next step? Download a free copy of Dave’s bestselling book The Holistic Wealth Strategy at holisticwealthstrategy.com. You’ll also gain access to our exclusive investor community, packed with education, opportunities, and resources to accelerate your path to freedom.