Wealth Strategy Secrets of the Ultra Wealthy Podcast

In today's episode, we have Maxwell Wu, the visionary founder of Fulcrum Lending, a direct balance sheet lender specializing in multifamily properties nationwide. Maxwell's extensive background in real estate investment and operations, particularly across prominent Wall Street firms, sets him apart as a true expert in the field. Maxwell's journey in the real estate industry is marked by his diverse roles, including fund manager, investment banker, and principal investor at various esteemed firms in New York City. His career began at C-III Capital Partners, and he further solidified his expertise by obtaining a Masters in Real Estate from Columbia University. During our conversation, Maxwell shared his wealth of knowledge, having managed institutional private equity funds exceeding $1.4 billion in Assets Under Management. His impressive track record includes underwriting real estate acquisitions totaling over $10 billion. Drawing from this wealth of experience, Maxwell has successfully built scalable PropTech platforms and products across various real estate verticals. Whether you're a seasoned real estate professional or an aspiring investor, Maxwell's journey and expertise are sure to provide inspiration and actionable advice to help you navigate the intricate world of wealth creation through real estate. Tune in to this episode to gain valuable insights into Maxwell's experiences, strategies, and the innovative solutions he has implemented throughout his impressive career. In this episode, we talked about: Maxwell's extensive background in real estate investment and operations His current market perspectives and in-depth analysis of the current real estate cycle How institutional capital plays a crucial role in managing large-scale investment funds Advice and strategies for navigating the complex world of real estate, catering to both seasoned professionals and aspiring investors Connect with Maxwell: Linkedin: https://www.linkedin.com/in/maxwelljwu/ Company Linkedin: https://www.linkedin.com/company/fulcrumlendingcorp/ Website: https://www.fulcrumlendingcorp.com/ Email: hello@fulcrumlendingcorp.com Connect with Pantheon Investments: Join the Pantheon Investor Club: https://pantheoninvest.com/investor-signup/ Website: www.pantheoninvest.com Podcast: www.pantheoninvest.com/podcast Facebook: https://www.facebook.com/PantheonInvest Instagram: www.instagram.com/pantheoninvest LinkedIn: https://www.linkedin.com/company/pantheon-invest Twitter: https://twitter.com/Pantheon_Invest Youtube: https://www.youtube.com/channel/UC8EsPFlwQUpMXgRMvrmbAfQ Holistic Wealth Strategy Book: https://www.amazon.com/Holistic-Wealth-Strategy-Framework-Extraordinary-ebook/dp/B0BX4SDMS7/ref=sr_1_1?keywords=holistic+wealth+strategy&qid=1681472301&sprefix=holistic+wealth%2Caps%2C99&sr=8-1 Email: info@pantheoninvest.com Get your FREE copy of the book here: https://holisticwealthstrategy.com/

Introducing our Best of 2023 episode! We've had the privilege of hosting incredible guests on our podcast, and today we're revisiting some of the most insightful moments from the past year. Join us as we dive into the realm of mindset mastery, wealth strategy, and innovative investment insights. Get ready to unlock your potential and achieve your most ambitious goals. First up, we have Trevor McGregor, a true expert in coaching. He's here to show you the immense power of mindset and taking action. Discover how his guidance can provide a structured path to success, helping you break through limitations and reach new heights. Next, we're redefining riches with Garret Gunderson. From a blue-collar background to a renowned "financial genius," Garret shares his incredible journey and the money myths that hold most people back. Learn how to overcome a bad financial mindset and gain a fresh perspective on wealth. Our journey doesn't stop there - meet Michael Sonnenfield. With his extensive investing experience, Michael shares key insights and practical tips for achieving financial success. Tap into his wealth of knowledge and learn how to apply it to your own journey. Don't miss out on this exceptional episode filled with wisdom and inspiration. Tune in now and take the first step towards transforming your life! In this episode, we talked about: • Discover the transformative power of mindset and action with Trevor McGregor, a top-notch coach who guides you towards success and helps you break through your limitations. • Join Garret Gunderson as he redefines the concept of wealth and dispels common money myths that may be holding you back. • Benefit from Michael Sonnenfield's extensive investing experience as he shares powerful insights and practical tips for achieving financial success. Connect with Pantheon Investments: Join the Pantheon Investor Club: https://pantheoninvest.com/investor-signup/ Website: www.pantheoninvest.com Podcast: www.pantheoninvest.com/podcast Facebook: https://www.facebook.com/PantheonInvest Instagram: www.instagram.com/pantheoninvest LinkedIn: https://www.linkedin.com/company/pantheon-invest Twitter: https://twitter.com/Pantheon_Invest Youtube: https://www.youtube.com/channel/UC8EsPFlwQUpMXgRMvrmbAfQ Holistic Wealth Strategy Book: https://www.amazon.com/Holistic-Wealth-Strategy-Framework-Extraordinary-ebook/dp/B0BX4SDMS7/ref=sr_1_1?keywords=holistic+wealth+strategy&qid=1681472301&sprefix=holistic+wealth%2Caps%2C99&sr=8-1 Email: info@pantheoninvest.com Get your FREE copy of the book here: https://holisticwealthstrategy.com/

In this 10X Investor Journey episode, we had the pleasure of sitting down with Andrea Barnes, a seasoned real estate investor with an impressive national portfolio that spans single-family homes and multifamily projects. Alongside her husband, Kevin, Andrea manages a multi-million-dollar portfolio that has expanded to include diverse passive investment vehicles such as energy, debt notes, real estate funds, and three ground-up developments. Listeners gain valuable insights into her passion for continuous learning, particularly in tax and legal strategies, which she has successfully applied to boost her financial growth trajectory. She has dedicated over 7000 hours to master the art of passive investment, creating a financial legacy for her family. With the support of a coach and The Pantheon Mastermind and Virtual Family Office, Andrea crafted an investment philosophy to expand her wealth, focusing on a balanced mix of monthly income and long-term growth opportunities. This episode is a must-listen for those seeking a comprehensive understanding of real estate investment, financial growth, and the profound impact of strategic wealth management. In this episode, we talked about: How she achieves financial stability through strategic property investment Leveraging equity growth for acquiring new properties The importance of curiosity, knowledge, and community support Gaining insights and deal flow from a mastermind group and cultivating an investment philosophy through collective expertise Connect with Andrea: https://www.linkedin.com/in/andreahbarnes/ Connect with Pantheon Investments: Join the Pantheon Investor Club: https://pantheoninvest.com/investor-signup/ Website: www.pantheoninvest.com Podcast: www.pantheoninvest.com/podcast Facebook: https://www.facebook.com/PantheonInvest Instagram: www.instagram.com/pantheoninvest LinkedIn: https://www.linkedin.com/company/pantheon-invest Twitter: https://twitter.com/Pantheon_Invest Youtube: https://www.youtube.com/channel/UC8EsPFlwQUpMXgRMvrmbAfQ Holistic Wealth Strategy Book: https://www.amazon.com/Holistic-Wealth-Strategy-Framework-Extraordinary-ebook/dp/B0BX4SDMS7/ref=sr_1_1?keywords=holistic+wealth+strategy&qid=1681472301&sprefix=holistic+wealth%2Caps%2C99&sr=8-1 Email: info@pantheoninvest.com Get your FREE copy of the book here: https://holisticwealthstrategy.com/

In this episode, we were honored to have Jim Pfeifer, one of the founders of Left Field Investors and the esteemed host of the Passive Investing from Left Field podcast, join us. A seasoned professional in the realm of finance, Jim's journey from a conventional financial advisor to an innovative thought leader in passive investing is an inspiring chronicle of change and enlightenment. With a solid background in traditional financial advising, Jim once presided over the typical spectrum of wealth management, diligently shepherding the fiscal well-being of his clients through the peaks and valleys of the market. It was Jim's transformative shift toward passive investing that truly distinguished his career, marking the emergence of a reformed financial advisor with a dynamic, more expansive vision of wealth accumulation. Recognizing the limitations within the industry, Jim fervently adopted a new financial creed, advocating for the untapped potential that passive investment strategies entail. His expertise has become a powerful magnet, attracting those eager to learn how to navigate the passive investment landscape effectively and secure their financial futures outside the bounds of traditional investment dogma. In this episode, we talked about: His background and shift to real estate investing Navigating current investment challenges The importance of building investor community and networking His personal investment Strategies and goal-setting Connect with Jim: Linkedin: https://www.linkedin.com/in/jimpfeifer/ Website: https://www.leftfieldinvestors.com/ Facebook: https://www.facebook.com/groups/707143386663412 Contact: https://form.jotform.com/240043543616045 Podcast: https://open.spotify.com/show/6eHJDWnVXKxFYWwVp0y1kE Connect with Pantheon Investments: Join the Pantheon Investor Club: https://pantheoninvest.com/investor-signup/ Website: www.pantheoninvest.com Podcast: www.pantheoninvest.com/podcast Facebook: https://www.facebook.com/PantheonInvest Instagram: www.instagram.com/pantheoninvest LinkedIn: https://www.linkedin.com/company/pantheon-invest Twitter: https://twitter.com/Pantheon_Invest Youtube: https://www.youtube.com/channel/UC8EsPFlwQUpMXgRMvrmbAfQ Holistic Wealth Strategy Book: https://www.amazon.com/Holistic-Wealth-Strategy-Framework-Extraordinary-ebook/dp/B0BX4SDMS7/ref=sr_1_1?keywords=holistic+wealth+strategy&qid=1681472301&sprefix=holistic+wealth%2Caps%2C99&sr=8-1 Email: info@pantheoninvest.com Get your FREE copy of the book here: https://holisticwealthstrategy.com/

In this episode, we had the pleasure of hosting Ian Djuric, a titan in both waste management and real estate industries. Ian's journey from revolutionizing waste management to overseeing the Djuric Family Office's vast portfolio offers invaluable insights into rapid, scalable growth and efficient operations. Ian's career trajectory is a testament to his prowess in transforming companies into multimillion-dollar ventures. From the rapid ascent of Waste Market Group to a staggering $40M in annual revenue within two years, to the creation and sale of Bob's Trash Service to an industry competitor after reaching 12,000 customers and $3M in three years, Ian's ability to catalyze exponential growth is exceptional. During our conversation, Ian shared insights into his strategies for driving growth, managing operations, and fostering a culture of excellence. His expertise in operations leadership, sales management, and team development provided a goldmine of wisdom for businesses aiming to scale rapidly while maintaining efficiency and quality. Ian Djuric's story is an inspiring testament to the possibilities of visionary leadership, meticulous operations management, and unwavering dedication. Tune in to this episode for a masterclass on scaling businesses and optimizing operations for sustained success. In this episode, we talked about: His transition from waste management to overseeing the Djuric Family Office. The importance of building and nurturing high-performing teams Integrating values into company culture and decision-making processes. Ian's predictions and insights into the economic and market landscape for 2024. Connect with Ian Djuric: Linkedin: https://www.linkedin.com/in/ian-djuric/ Company website: https://blakecapitalgroup.com/ Contact: https://blakecapitalgroup.com/contact/ Instagram: https://www.instagram.com/blakecapital/ Facebook: https://www.facebook.com/BlakeCapitalGroup Email: info@blakecapitalgroup.com Connect with Pantheon Investments: Join the Pantheon Investor Club: https://pantheoninvest.com/investor-signup/ Website: www.pantheoninvest.com Podcast: www.pantheoninvest.com/podcast Facebook: https://www.facebook.com/PantheonInvest Instagram: www.instagram.com/pantheoninvest LinkedIn: https://www.linkedin.com/company/pantheon-invest Twitter: https://twitter.com/Pantheon_Invest Youtube: https://www.youtube.com/channel/UC8EsPFlwQUpMXgRMvrmbAfQ Holistic Wealth Strategy Book: https://www.amazon.com/Holistic-Wealth-Strategy-Framework-Extraordinary-ebook/dp/B0BX4SDMS7/ref=sr_1_1?keywords=holistic+wealth+strategy&qid=1681472301&sprefix=holistic+wealth%2Caps%2C99&sr=8-1 Email: info@pantheoninvest.com Get your FREE copy of the book here: https://holisticwealthstrategy.com/

Welcome back to our milestone 100th episode of the podcast. In a thrilling twist, we're reversing roles today, with our very own Dave Wolcott stepping into the spotlight as our guest, while Addie navigates us through his world of expertise. Get ready to unearth a treasure trove of knowledge straight from the vault of our seasoned host. Dave, often the one asking the hard-hitting questions, opens up about his own transformative experiences with financial setbacks and shares his journey of discovery that led him to adopt the wealth-building strategies typically mastered by the elite top 1%. His firsthand knowledge is a testament to the potential for personal and financial growth. Through their dialogue, Dave reveals his unique formula for calculating net worth—an insightful blend that goes beyond mere numbers in a bank account. He delves into the critical elements of financial IQ, cultivating a growth-oriented mindset, harnessing the power of relationship capital, and recognizing the intrinsic value of one's physical health on the journey to holistic wealth. In a masterful exchange on the importance of mentorship and learning from others, Addie and Dave unpack the extraordinary benefits gleaned from belonging to a mastermind community. Here, Dave's insights into accountability, opportunity recognition, and the formation of strategic partnerships resonate with the wisdom of a true industry sage. On this episode, prepare to be inspired, educated, and perhaps even a little entertained by the wisdom of a man who's not just been talking the talk but walking the walk through the world of finance and self-improvement. In this episode we talked about: The Holistic Wealth Strategy and Dave's formula for true net worth Infinite Banking Strategies The importance of creating a vision and investing to your personal growth Wealth beyond financial measures Vision, goals, and planning for the year ahead Connect with Pantheon Investments: Join the Pantheon Investor Club: https://pantheoninvest.com/investor-signup/ Website: www.pantheoninvest.com Podcast: www.pantheoninvest.com/podcast Facebook: https://www.facebook.com/PantheonInvest Instagram: www.instagram.com/pantheoninvest LinkedIn: https://www.linkedin.com/company/pantheon-invest Twitter: https://twitter.com/Pantheon_Invest Youtube: https://www.youtube.com/channel/UC8EsPFlwQUpMXgRMvrmbAfQ Holistic Wealth Strategy Book: https://www.amazon.com/Holistic-Wealth-Strategy-Framework-Extraordinary-ebook/dp/B0BX4SDMS7/ref=sr_1_1?keywords=holistic+wealth+strategy&qid=1681472301&sprefix=holistic+wealth%2Caps%2C99&sr=8-1 Email: info@pantheoninvest.com Get your FREE copy of the book here: https://holisticwealthstrategy.com/

Today's amazing guest is Chad Johnson, the embodiment of leveraging business success to create an extraordinary life. Chad's story isn't just about elevating his family's business to new heights; it's a testament to using entrepreneurial vision to nurture relationships and achieve balance. As the "Chief Inspiration Officer" of Ceramic Decorating Company, Chad's journey reflects a compelling blend of reviving a legacy business, fostering a self-managing team, and embracing the philosophy of Strategic Coach® to redefine success. In our conversation, Chad emphasized the true wealth derived from leaving a legacy of enriched relationships and a life filled with purpose. He also shared the value of a growth mindset and a thirst for continuous learning plus insights on the significance of prioritizing faith, family, and personal fulfillment. Chad's personal experiences transcend traditional business strategies, offering a blueprint for achieving success that encompasses personal fulfillment, meaningful relationships, and a well-balanced life. His experiences and adoption of Strategic Coach principles serve as a guiding light for individuals seeking holistic success in both their professional and personal spheres. In this episode we talked about: His Giant 5 Priorities in Life Returning to their family's business and his adoption of Strategic Coach principles Personal commitment to prioritizing relationships and work-life balance Fueling growth and implementing proven strategies for success True wealth derived from enriched relationships and a life filled with purpose Connect with Chad: G5 Summit: Https://G5Summit.com Linkedin: https://www.linkedin.com/in/chad-johnson-4747a92a/ Website: https://www.strategiccoach.com/ Family Business: https://www.ceramicdecoratingco.com/ Big Ski Family: https://www.thebigskifamily.com/ Instagram: https://www.instagram.com/thegiant5guy/ Connect with Pantheon Investments: Join the Pantheon Investor Club: https://pantheoninvest.com/investor-signup/ Website: www.pantheoninvest.com Podcast: www.pantheoninvest.com/podcast Facebook: https://www.facebook.com/PantheonInvest Instagram: www.instagram.com/pantheoninvest LinkedIn: https://www.linkedin.com/company/pantheon-invest Twitter: https://twitter.com/Pantheon_Invest Youtube: https://www.youtube.com/channel/UC8EsPFlwQUpMXgRMvrmbAfQ Holistic Wealth Strategy Book: https://www.amazon.com/Holistic-Wealth-Strategy-Framework-Extraordinary-ebook/dp/B0BX4SDMS7/ref=sr_1_1?keywords=holistic+wealth+strategy&qid=1681472301&sprefix=holistic+wealth%2Caps%2C99&sr=8-1 Email: info@pantheoninvest.com Get your FREE copy of the book here: https://holisticwealthstrategy.com/

In this episode, we dive deep into financial liberation with Parker Pursell, a true advocate for breaking financial barriers. Parker's journey from corporate mentoring at Chick-Fil-A to a pivotal role at Pursell Farms, coupled with a newfound passion during the COVID-19 pandemic, led him to helm eQRP, a beacon for individuals seeking financial freedom. Parker shares his inspiring narrative, illustrating how his personal journey informs his commitment to helping others become elevated versions of themselves. His servant leadership mindset shines as he empowers physicians, business professionals, and investors to discover their paths toward financial autonomy. Central to our discussion is the Enhanced Qualified Retirement Plan (EQRP), a revolutionary system challenging the status quo. Parker sheds light on how the EQRP provides a robust retirement solution and invaluable education that has traditionally been withheld from the workforce. He articulates how this system isn't merely about retirement; it's a gateway to a fulfilling, secure, and joyful life beyond one's career. Throughout this episode, Parker emphasizes the importance of transcending limitations imposed by conventional retirement plans. He offers insights, strategies, and a refreshing perspective on achieving financial security and contentment in later years. In this episode we talked about: His journey from corporate mentoring at Chick-Fil-A and his shift towards guiding others to financial freedom through eQRP Understanding the Enhanced Qualified Retirement Plan (EQRP) and its pivotal role in revolutionizing retirement solutions for professionals and businesses The main difference between eQRP versus Self Directed IRAs How to set up an eQRP tailored to individual and businesses The importance of educating yourself, breaking free from financial constraints and achieving your financial goals. Connect with Parker Pursell: Website: https://eqrp.com/ Linkedin: https://www.linkedin.com/in/parker-pursell/ Financial Underdogs Podcast: https://open.spotify.com/show/6w4c8huzThFNlS7qPdw6RZ?si=966db116297240f6&nd=1&dlsi=0ad48fa8099e4562 Company Linkedin: https://www.linkedin.com/company/eqrp/ Contact: https://eqrp.com/contact/ Email: support@eqrp.com Connect with Pantheon Investments: Join the Pantheon Investor Club: https://pantheoninvest.com/investor-signup/ Website: www.pantheoninvest.com Podcast: www.pantheoninvest.com/podcast Facebook: https://www.facebook.com/PantheonInvest Instagram: www.instagram.com/pantheoninvest LinkedIn: https://www.linkedin.com/company/pantheon-invest Twitter: https://twitter.com/Pantheon_Invest Youtube: https://www.youtube.com/channel/UC8EsPFlwQUpMXgRMvrmbAfQ Holistic Wealth Strategy Book: https://www.amazon.com/Holistic-Wealth-Strategy-Framework-Extraordinary-ebook/dp/B0BX4SDMS7/ref=sr_1_1?keywords=holistic+wealth+strategy&qid=1681472301&sprefix=holistic+wealth%2Caps%2C99&sr=8-1 Email: info@pantheoninvest.com Get your FREE copy of the book here: https://holisticwealthstrategy.com/

In this episode, we had the privilege of having Mr. Rick Jordan. A magnetic CEO whose ascent to the zenith of success was forged through unwavering determination and a treasury of hard-earned wisdom. Rick's journey reads like a saga of triumph, highlighted by appearances on nationwide networks including CBS, Fox, NewsNation, and Cheddar, solidifying his status as a sought-after personality in the business realm. As the founder of ReachOut, Rick's efforts took the company from its startup phase to a publicly traded entity, an accomplishment achieved without the reliance on external funding from private equity firms. Throughout our captivating conversation, Rick generously shared invaluable insights on various pivotal aspects of his journey to success. One highlight was his deep dive into the business framework that catapulted ReachOut to the organization that it is today. His strategic approach, encompassing innovative methodologies and a relentless focus on execution, served as a blueprint for entrepreneurial success. We also talked about investor's self-limiting beliefs and mindset. Rick delved into the psychology that often hampers investors, exploring the subtle yet potent barriers that hinder their success. His keen observations illuminated the significance of mindset in navigating the volatile landscape of investments. In this episode, we discuss: His company's journey from startup to a publicly traded company Recognition and overcoming of self-imposed limitations for investor's confident decision-making The importance of a transformative mindset in navigating current market fluctuations His daily routines and productivity hacks optimizing efficiency and time management Connect with Rick Jordan: Website:https://www.rickjordan.tv/ Facebook: https://www.facebook.com/mrrickjordan Youtube: https://www.youtube.com/channel/UCe2_SL846ZeMvI5PMaOL5bg Instagram: https://www.instagram.com/mrrickjordan/?hl=en Linkedin: https://www.linkedin.com/in/mrrickjordan/ Podcast: https://www.rickjordan.tv/podcast/ Connect with Pantheon Investments: Join the Pantheon Investor Club: https://pantheoninvest.com/investor-signup/ Website: www.pantheoninvest.com Podcast: www.pantheoninvest.com/podcast Facebook: https://www.facebook.com/PantheonInvest Instagram: www.instagram.com/pantheoninvest LinkedIn: https://www.linkedin.com/company/pantheon-invest Twitter: https://twitter.com/Pantheon_Invest Youtube: https://www.youtube.com/channel/UC8EsPFlwQUpMXgRMvrmbAfQ Holistic Wealth Strategy Book: https://www.amazon.com/Holistic-Wealth-Strategy-Framework-Extraordinary-ebook/dp/B0BX4SDMS7/ref=sr_1_1?keywords=holistic+wealth+strategy&qid=1681472301&sprefix=holistic+wealth%2Caps%2C99&sr=8-1 Email: info@pantheoninvest.com Get your FREE copy of the book here: https://holisticwealthstrategy.com/

In today's episode, we have Shannon Robnett, the illustrious Founder and CEO of SRI (Shannon Robnett Industries) and the esteemed host of Robnett's Real Estate Rundown. With a remarkable career spanning over 27 years, Shannon's footprint in the real estate industry surpasses $425MM in construction projects. Shannon's expertise encompasses a wide spectrum, from multifamily housing to pivotal infrastructure like city halls, schools, and industrial complexes. His passion for delivering quality projects coupled with an adept understanding of syndication principles illuminated the path toward lucrative investments. Shannon Robnett is undeniably a trailblazer, providing a roadmap for anyone aspiring to thrive in the world of real estate and achieve unparalleled financial success. Throughout this conversation, Shannon divulged invaluable insights into syndicated real estate and the compelling advantages of tax-incentivized investing. His dedication to economic trend analysis and astute financial strategies is evident in his track record, consistently delivering top-tier projects that generate multiple streams of passive income for his syndicate partners. Shannon also shared his insights on leveraging commercial real estate for sustainable wealth creation. His grasp of these subjects unveils a wealth of knowledge that not only educates but also empowers individuals seeking financial freedom through real estate. In this episode, we discuss: Understanding the dynamics and benefits of syndicated real estate investments Leveraging tax incentives (45L Tax Credit) for optimizing investment returns and reducing liabilities Shannon's approach to achieving financial freedom through real estate investments His insights into analyzing economic trends for informed investment decisions Connect with Shannon: Website: https://shannonrobnett.com/ Facebook: https://www.facebook.com/shannon.robnett.14 Instagram: https://www.instagram.com/shannonrayrobnett/ Linkedin: https://www.linkedin.com/in/shannonrobnett/ Youtube: https://www.youtube.com/user/MrShannonrobnett Podcast: https://shannonrobnett.com/podcast-new/ Email: info@shannonrobnett.com Connect with Pantheon Investments: Join the Pantheon Investor Club: https://pantheoninvest.com/investor-signup/ Website: www.pantheoninvest.com Podcast: www.pantheoninvest.com/podcast Facebook: https://www.facebook.com/PantheonInvest Instagram: www.instagram.com/pantheoninvest LinkedIn: https://www.linkedin.com/company/pantheon-invest Twitter: https://twitter.com/Pantheon_Invest Youtube: https://www.youtube.com/channel/UC8EsPFlwQUpMXgRMvrmbAfQ Holistic Wealth Strategy Book: https://www.amazon.com/Holistic-Wealth-Strategy-Framework-Extraordinary-ebook/dp/B0BX4SDMS7/ref=sr_1_1?keywords=holistic+wealth+strategy&qid=1681472301&sprefix=holistic+wealth%2Caps%2C99&sr=8-1 Email: info@pantheoninvest.com Get your FREE copy of the book here: https://holisticwealthstrategy.com/