EP 165: How to Build Legacy Wealth with Dave Wolcott

Agents Building Cashflow

Wealth building visionary and author of The Holistic Wealth Strategy, Dave Wolcott, shares his personal journey from following the conventional financial path to discovering how the ultra-wealthy build legacy wealth. He outlines his five-phase wealth strategy, emphasizing the importance of mindset, financial IQ, asset repositioning, and building multiple passive income streams.

Dave also provides practical insights into tax-efficient investing and leveraging tools like infinite banking. Tune in to discover actionable steps to achieve financial freedom and legacy wealth!

Key takeaways to listen to:

• The importance of shifting focus from making money to preserving it.
• Five phases of building wealth, starting with mindset and clarity of vision.
• Utilizing advanced strategies like infinite banking to create certainty and tax-efficient wealth.
• The role of asset repositioning to unlock hidden potential in trapped equity and qualified plans.
• Exploring exponential thinking and strategy stacking to maximize wealth growth.

About Dave Wolcott

Dave Wolcott is a wealth building visionary who’s journey began with a passion for uncovering the financial strategies that propel the ultra wealthy. He spent most of his life accumulating insights, knowledge, and experience in alternative wealth building from the best investors in the world to provide a blueprint to become ultra wealthy like the top 1%. With over 20 years of deep immersion in alternative assets, seeking out, learning from, and partnering with the top minds in private markets, tax strategy, and multi generational wealth, and practical experience implementing and realizing results, Dave accumulated invaluable insider knowledge that led him to develop the proprietary Pantheon Holistic Wealth Strategy.

This approach combines Dave’s lifetime of ultra high level wealth building insight with a personal mission to empower clients, sharing the strategies and insider knowledge that have long been exclusive to the most affluent investors. Under Dave's leadership, Pantheon Investments has become a beacon for entrepreneurs looking to build wealth beyond the conventional stock market approach, offering a pathway to financial freedom and legacy wealth, all anchored by a mission on values, purpose, and fulfillment in life Dave is also the author of “The Holistic Wealth Strategy”, A Framework for Building Legacy Wealth and Living an Extraordinary Life, and is also the host of the top rated “Wealth Strategy Secrets of the Ultra Wealthy” podcast.

Connect with Dave Wolcott:

• LinkedIn - https://www.linkedin.com/in/dave-wolcott-863306/
• Website - https://pantheoninvest.com/
• Get a Free Copy of Dave’s Book, The Holisti

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