$ 2.6 B
Alternative Asset Portfolio
15 %+
Target IRR
10%+
Target Tax Efficiency
10 X
Client Wealth Target
Alternative Asset Portfolio
Target IRR
Target Tax Efficiency
Client Wealth Target
A note from the founder, Dave Wolcott:
You are not alone, I’ve been exactly where you are. Most people have been so busy learning how to make money that they have not had the chance to learn how to make their money work for them. I have been investing in private alternative assets, studying the top 1% wealth strategies, and building a Dream Team over the past 20 years that I want to share with you to accelerate your financial future and live life to your potential.
Pantheon is an alternative investment firm that gives high-net-worth entrepreneurs a blueprint and opportunities to multiply and protect their wealth through leveraging alternative, private equity investments and infinite banking, providing exclusive access to passive investments in real estate and alternative assets that go beyond traditional market volatility and provide cash flow, tax benefits and upside potential. Pantheon’s target is to 10X client wealth – but not only to achieve freedom of money, but freedom of time, purpose and relationships.
This is what we call the Pantheon Holistic Wealth Strategy, our unique and powerful system to creating generational wealth that translates into a more prosperous and fulfilling life, providing the freedom to focus on what matters most, live the life you truly desire and leave a lasting legacy.
At Pantheon we emphasize an alternative approach to the volatility of the stock market, diversifying your investment portfolio across alternative assets, private equity, real estate, and smart money moves like infinite banking to protect and build on your wealth tax-free as your own bank. We educate and empower entrepreneurs to build holistic, generational wealth through passive investment opportunities and insider strategies used by the ultra-wealthy, with the overall goal of achieving the freedom to enjoy life and pass on a legacy. We lay down the direct path to a more fulfilling and meaningful life enriched with generational wealth and the freedom to focus on what matters – joy, relationships, and purpose.
Unlike most wealth building companies and strategies which are focused on a traditional stock market investing approach and financial planning, Pantheon helps entrepreneurs break free from conventional and limiting tactics into something that will hit their wealth goals in less than half the time and create ultimate, legacy wealth, by opening our gates to exclusive insights, strategies, partnerships and deals that you can’t find at traditional firms.
What does that look like? We utilize a unique and ultra-successful system.
We are focused on educating and empowering entrepreneurs to adopt a wealth building mindset of the 1%. We aim to transform our clients’ financial IQ and shift their perspective from a conventional financial mindset to thinking, acting and creating money the way the ultra-wealthy do.
We provide exclusive access to alternative passive investments in high-potential sectors such as commercial real estate, private credit and debt, commodities, energy, and other strategic private equity opportunities that we have selectively sourced based upon our reputation, influence and rigorous due diligence process.
We have selective partnerships with top-tier fund managers that grant our clients private, high-level deals that provide diversification, cash flow, tax advantages, and high growth potential, outside of Wall Street.
Access to Infinite Banking, an ultra-strategic utilization of cash value whole life insurance policies to become your own banker and multiply and protect your wealth tax-free.
The Pantheon Virtual Family Office, transforming traditional wealth management and planning into a personalized, elite service with our top-tier team and concierge services, to construct a customized wealth strategy, portfolio and coaching that sets clients up to 10X their wealth, and, protect it.
Our exclusive community of millionaires providing an invaluable network of like-minded entrepreneurs and investors, a platform for connecting with, learning and sharing wealth building secrets from the 1%, and access to our elite team of wealth advisors, CPAs and lawyers.
I truly learned how the rich invest and become excited about about the possibilities of realizing my financial goals. After investing in several Pantheon opportunities, I continue to see my wealth accelerate at a significant pace with more predictability and less risk.
Luckily for me, I met Dave Wolcott at just the right time. Now I’ve been introduced to a whole new way of thinking about money(and earning it!!) The more I read and listen to your podcasts I’ve been inspired and converted. So much of what I’ve heard you say has resonated so deeply with me. I really think I could get on a better/faster track to financial freedom, creating legacy wealth, and most importantly “freedom of time”.
I have more clarity, velocity, and a road map to help put me on an extraordinary trajectory for acheiving my wealth goals through investing in several real estate syndication opportunities that are providing passive income, tax benefits, and exceptional returns.
The Wealth Strategy Podcast helps successful entrepreneurs learn how to grow and protect their wealth like the ultra-wealthy by increasing peak performance in their financial IQ, mindset IQ, health IQ and creating a wealth strategy that includes tax planning, infinite banking, multifamily real estate syndications and other cash flowing assets.