Join Jake and Gino as they dive deep into the Pantheon Holistic Wealth Strategy with special guest Dave Wolcott—Marine Corps veteran, wealth architect, and founder of Pantheon Investments. This episode explores the mindset of the ultra-wealthy, tax-advantaged investing, infinite banking, virtual family offices, and the power of building legacy wealth intentionally.

If you're tired of chasing dollars and want to learn how to truly multiply your time, capital, and impact—this episode is your blueprint.

Grab Dave’s book for FREE: https://www.holisticwealthstrategy.com

Chapters:

00:00 - Introduction  

01:20 - What Defines the Ultra Wealthy  

06:19 - Dave’s Origin Story: From Marines to Multiplying Wealth  

09:55 - Traditional Financial Planning vs. Strategic Wealth Building  

15:52 - Taxes as an Opportunity, Not a Burden  

29:28 - The Private Markets vs. Blue-Chip Stocks  

38:29 - Refi and Roll: Jake & Gino’s Real-Life Experience  

48:07 - Gino Wraps it Up

We're here to help create multifamily entrepreneurs... Here's how: Brand New? Start Here: https://jakeandgino.mykajabi.com/free-wheelbarrowprofits Want To Get Into Multifamily Real Estate Or Scale Your Current Portfolio Faster? Apply to join our PREMIER MULTIFAMILY INVESTING COMMUNITY & MENTORSHIP PROGRAM. (*Note: Our community is not for beginner investors) 👉https://jakeandgino.com/apply About Jake & Gino Jake & Gino are multifamily investors, operators, and mentors who have created a vertically integrated real estate company. They control over $250M in assets under management. They have created the Jake & Gino Premier Multifamily Community to teach others a simple three-step framework for investing in multifamily real estate. Connect with Jake & Gino on the social media platform you are most active on: https://jakeandgino.com/link-tree/