Are you running your business, or is your business running you? Learn how the ultra-wealthy build multi-generational wealth—and why you can too.
In this episode of The Liquid Lunch Project, Matthew R. Meehan and Luigi Rosabianca sit down with Dave Wolcott, founder of Pantheon Investments and author of The Holistic Wealth Strategy. Dave shares his journey from Marine Corps veteran to financial pioneer and offers a comprehensive playbook for small business owners to build wealth like the top 1%.
Learn about alternative investments, tax-saving strategies, and the mindset shifts entrepreneurs need to create true financial freedom.
Episode Highlights:
Dave’s journey from a middle-class upbringing to founding Pantheon Investments.
How triplets inspired a quest to rethink traditional financial advice.
Why small business owners should prioritize tax efficiency and diversification.
The power of oil and gas investments, infinite banking, and real estate syndications.
How Pantheon’s Virtual Family Office helps entrepreneurs simplify and scale their wealth strategy.
The launch of WealthOS: An operating system for managing your wealth like a pro.
Who is Dave?
Dave Wolcott is the founder of Pantheon Investments, a firm dedicated to helping entrepreneurs and small business owners achieve financial freedom through alternative investment strategies. A Marine Corps veteran and seasoned entrepreneur, Dave is passionate about empowering others with the tools and frameworks to grow and sustain wealth.
Notable quote:
“It all starts with mindset. Money is just energy, and it’s all about creating freedom in our lives.”
- Dave Wolcott
Don’t just dream about financial freedom—start building it. Tune in now and download your FREE copy of The Holistic Wealth Strategy at holisticwealthstrategy.com.
Connect with Dave:
holisticwealthstrategy.com
https://pantheoninvest.com
https://www.linkedin.com/in/dave-wolcott-863306
https://www.facebook.com/PantheonInvest/
https://www.instagram.com/pantheoninvest/
https://mobile.twitter.com/pantheon_invest
https://www.linkedin.com/company/pantheon-invest
https://www.youtube.com/@pantheoninvestments
Stay Connected:
Connect with Matt and Luigi on Instagram:
➡️@matthew.r.meehan
➡️ @luigi_rosabianca,
➡️@theLiquidLunchProject
➡️@ShieldAdvisoryGroup.
Visit The Liquid Lunch Project website and subscribe to The Weekly, our Friday morning newsletter, for all the latest in the world of finance, tech, small business, and more.
https://theliquidlunchproject.com
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