In today’s Wealth Strategy Deep Dives episode, I’m diving into what I consider the most important phase of the Holistic Wealth Strategy—Phase One: realizing that you are your greatest asset.

We explore the six forms of capital—financial, human, intellectual, social, emotional, and spiritual—and how shifting your mindset to invest in yourself first can accelerate all other aspects of your wealth. I’ll share stories and frameworks that have shaped my own journey, including how self-awareness, community, and even health play vital roles in building legacy wealth. This episode isn’t just about money—it’s about crafting a meaningful life portfolio and expanding your true net worth.

If this episode sparked something for you and you're ready to learn more, grab a free copy of my book at holisticwealthstrategy.com. You’ll also get access to our exclusive investor community where we share new investment opportunities, tactical education, and resources to accelerate your path to freedom. Want to go even deeper? Book a call with our team to learn about our Virtual Family Office services or join our mastermind group to build true generational wealth.

→ Free Book: holisticwealthstrategy.com → Investment Opportunities: pantheoninvest.com