Dave Wolcott is the CEO of Pantheon Investments, a commercial real estate investment company that specializes in multifamily and self-storage investments. Dave has a sincere passion for 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. Additionally, Dave is the author of “The Holistic Wealth Strategy: A Framework for Building Legacy Wealth and Unlimited Freedom to Live an Extraordinary Life”, and is also the host of the “Wealth Strategy Secrets of the Ultra-Wealthy” podcast.
“You’re actually creating a team of alternative wealth advisors to really support your journey. Typically people start off and they’re outsourcing their wealth to a financial planner who’s just giving you one perspective and they have a particular agenda with certain products they’re trying to promote.”
16:10: How do we filter through the “noise” and focus on things that are really important?
21:55: Being proactive – with taxes, estate planning, etc
36:30: Has there been any shifts to your portfolio with where we’re at in the real estate cycle? Macro or micro level
Guest Website: holisticwealthstrategy.com ← get your free copy of his book!
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