Today, we had the pleasure of hosting Jason Nees, a seasoned financial expert with an impressive background. Jason's journey began as a financial advisor at renowned investment firms like Morgan Stanley and Merrill Lynch. During his tenure of over a decade, he assisted countless investors in meticulously planning and strategizing their financial futures.

However, Jason's career took an intriguing turn when he was presented with a unique opportunity. He was recruited to assist in raising capital and lead the business development team for a consumer finance company. Over the course of several years, Jason successfully raised over $300 million in capital, showcasing his exceptional financial acumen and ability to navigate the intricacies of capital markets.

In this captivating episode, Jason Nees sheds light on the benefits of alternative assets and how they can play a pivotal role in wealth-building strategies. We delve into the world of tax-efficient investments, consistent cash flows, and uncover additional upside potential.

With a newfound focus on tax efficiency, consistent cash flows, and potential upside, Jason delved into the world of alternative assets. He became an avid investor in these unconventional asset classes, discovering their potential to accelerate wealth growth while maintaining tax advantages.

If you're keen on expanding your financial horizons and discovering how to grow your wealth through innovative investment approaches, this episode is a must-listen! 

In this episode, we discuss:

1. Jason Nees' background as a financial advisor at prestigious investment firms like Morgan Stanley and Merrill Lynch.
2. The pivotal role of alternative assets in wealth-building strategies.
3. His top 3 due diligence points.
4. Dealing with windfall profits and navigating significant tax liabilities.

 

Connect with Jason Nees:

Linkedin: https://www.linkedin.com/in/jnees/ 

Email: [email protected]   

Contact: 913-961-4361

 

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: [email protected]     

Get you FREE copy of the book here: https://holisticwealthstrategy.com/