Dave Wolcott

Host of Wealth Strategy Secrets of the Ultra Wealthy podcast and founder of Pantheon Invest; provides investor education on alternative investments, tax efficiency, and legacy wealth strategies.

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Jan 16, 2025 • 46min

WS2040 Holistic Wealth & Investing Strategies to Change Your Life

In this enlightening discussion, Dave Wolcott, CEO of Pantheon Investments and author of 'Holistic Wealth Strategy,' shares his over 20 years of expertise in alternative assets. He details his inspiring shift from a scarcity to an abundance mindset, emphasizing the importance of a 'Vivid Vision' for financial freedom. Wolcott unveils strategies used by the ultra-wealthy, highlights the benefits of alternative investments, and discusses proactive tax planning techniques. Tune in for actionable insights that can transform your financial journey!

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