Dave Wolcott
Host of Wealth Strategy Secrets of the Ultra Wealthy podcast and founder of Pantheon Invest; provides investor education on alternative investments, tax efficiency, and legacy wealth strategies.
Best podcasts with Dave Wolcott
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Jan 19, 2026 • 35min
How the Top 1% Actually Invest in Real Estate (It's Not What You Think) | Ep. 1,204
Dave Wolcott, founder and CEO of Pantheon Investments, shares insights from over 20 years in alternative investments. He discusses how his Marine Corps experience shaped his wealth mindset. Wolcott introduces the Pantheon Holistic Wealth Strategy, emphasizing the importance of belief and health over mere financial metrics. He reveals how life insurance can be used strategically and highlights innovative tax and asset protection strategies employed by the wealthy. Specialization in investment types and continuous self-education are key themes in his approach to building lasting wealth.
Jan 16, 2025 • 47min
WS2040 Holistic Wealth & Investing Strategies to Change Your Life
In this enlightening discussion, Dave Wolcott, CEO of Pantheon Investments and author of 'Holistic Wealth Strategy,' shares his over 20 years of expertise in alternative assets. He details his inspiring shift from a scarcity to an abundance mindset, emphasizing the importance of a 'Vivid Vision' for financial freedom. Wolcott unveils strategies used by the ultra-wealthy, highlights the benefits of alternative investments, and discusses proactive tax planning techniques. Tune in for actionable insights that can transform your financial journey!
