Welcome back to Wealth Strategy Secrets of the Ultra Wealthy! I’m your host, Dave Wolcott, and in this Wealth Strategy Deep Dive, we’re breaking down one of the most powerful frameworks the ultra-wealthy use to build and protect their wealth — The Trifecta Return Profile.

Most investors chase yield or the next hot stock, but the truly wealthy design portfolios that work smarter — optimizing for tax efficiency, passive income, and upside potential. In this episode, Dave reveals how to evaluate any real asset — from multifamily real estate to private credit — through this lens and why this strategy consistently outperforms the Wall Street casino.

Learn how depreciation can eliminate taxes on cash flow, how recurring passive income buys your freedom, and how equity growth compounds your wealth over time. By the end, you’ll understand exactly how to build a “Trifecta Portfolio” that delivers returns in money, time, purpose, and relationships.

Visit pantheoninvest.com to start your journey toward a Holistic Wealth Strategy. Download your free copy of Dave’s book at holisticwealthstrategy.com