A serial entrepreneur at heart, Dave Wolcott spent the next 20 years building several businesses, investing in alternative assets and creating The Pantheon Holistic Wealth Strategy: the playbook to becoming ultra-wealthy and having not only freedom of money, but freedom of purpose, time and relationship.

Today, Dave is the Founder and CEO of Pantheon Investments and is more passionate than ever about helping entrepreneurs build wealth by passively investing in superior real estate and alternative assets that provide predictable cash flow, tax efficiency, and upside potential as a reliable alternative to the volatility of the stock market. Dave is an author and a host of the top rated “Wealth Strategy Secrets of the Ultra-Wealthy” podcast.

In this captivating segment, Kary Oberbrunner delves deep into the pages of Dave's recently published book: The Holistic Wealth Strategy: A Framework for Building Legacy Wealth and Unlimited Freedom to Live an Extraordinary Life! Dave Wolcott uncovers how to protect your money while multiplying it like the top one percent do. 

Holistic wealth is more than just money: it’s a comprehensive expression of your mental, physical, and financial well-being. Dave shares his five-phase framework for building and following a holistic wealth strategy that will give you not only freedom of money but also freedom of purpose, time, and relationship.

Once you start investing in holistic wealth, you will be on the growth path of an ever-expanding future.The Holistic Wealth Strategy empowers you to seize the lifestyle you’ve always dreamed about. 

 

In this episode we discuss: 

1. Dave’s background and what led him to building legacy. 
2. What drove Dave to write this book? And what is his book about?
3. How to make a paradigm shift in your mindset.  
4. The difference between being rich and being wealthy. 
5. Discovering the Holistic Wealth Strategy. 

 

Connect with Dave Wolcott: 

Website: www.pantheoninvest.com 

Podcast: www.pantheoninvest.com/podcast 

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 

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 

Email: [email protected]  

 

Connect with Kary Oberbrunner: 

https://karyoberbrunner.com

https://ignitingsouls.com 

Get you FREE copy of the book here:

https://holisticwealthstrategy.com/