The Holistic Wealth Strategy

Dave Wolcott

Are you an entrepreneur seeking freedom of money to live the biggest future you can dream of? To have freedom of purpose to do what fascinates and motivates you in life? And to have freedom of time and relationship? It’s time to get out of the Wall Street casino and take back control of your financial future.

In The Holistic Wealth Strategy: A Framework for Building Legacy Wealth and Unlimited Freedom to Live an Extraordinary Life, Dave Wolcott teaches you how to protect your money while multiplying it like the top one percent do. Holistic wealth is more than just money: it’s a comprehensive expression of your mental, physical, and financial well-being. Dave shares his five-phase framework for building and following a holistic wealth strategy that will give you not only freedom of money but also freedom of purpose, time, and relationship.

Once you start investing in holistic wealth, you will be on the growth path of an ever-expanding future. The Holistic Wealth Strategy empowers you to seize the lifestyle you’ve always dreamed about.

Press & Praise

M.C. Laubscher, Creator of Cashflow Ninja

Dave Wolcott is one of the best minds in the alternative investment world and in wealth and investing strategy. I am inspired by his mission to help entrepreneurs protect and multiply their wealth and take back control from Wall Street. Dave's holistic approach to wealth building along with the strategies and advice shared in this book will help anyone that is willing to look at money and wealth through a new lens and wants to create a life of abundance and freedom.

Richard C. Wilson, President & Founder of Family Office Club

When we get asked what is the #1 most important thing we have learned across forming over 200 family offices, it is to integrate everything, to make sure your values, your team, parts of your balance sheet, your diet, where you live, and what assets you invest in are all aligned and approached holistically. From $10M to $100M to $1B+ net worth clients, the most effective are the most aligned, integrated, and those who play their own unique game in business and in managing their portfolio. This book is a great guide to those who want to be more effective in designing your game board and the rules you will operate by.

Gary Mottershead, Serial Entrepreneur & Entrepreneurial Coach with Strategic Coach

The Holistic Wealth Strategy is a fresh perspective on building personal wealth and financial freedom. Dave's approach starts with developing your 'wealth-building mindset.' This is the core to his proven methodology that enables anyone with the right mindset to separate themselves from Wall Street. Dave's personal experience and pain of following 'Tried and True' traditional stock market investing, which was leaving him financially further behind, pushed him to thoroughly research alternatives. Dave found that his strategy not only worked for him, but works for anyone who wants to get ahead and not follow the pack. Enjoy the book and develop your own wealth-building mindset to create your path to financial success.

Dave Wolcott started his career serving the country as a Captain in the Marine Corps. In 2000, he and his wife won the baby lottery by having triplets, which inspired him to challenge the traditional financial planning advice of Wall Street. Dave spent the next twenty years building several businesses, investing in alternative assets, and creating the Pantheon Holistic Wealth Strategy. He serves as the founder and CEO of Pantheon Investments and is more passionate than ever about helping entrepreneurs build wealth by passively investing in superior real estate and alternative assets that provide predictable cash flow, tax efficiency, and upside potential. Dave is also the host of the popular podcast Wealth Strategy Secrets of the Ultra-Wealthy and has been a featured guest on numerous media outlets.

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