Our Approach

Target exclusive investment opportunities non-correlated to the stock market such as: multi-family real estate, oil & gas, self-storage, and manufactured home parks that yield exceptional risk-adjusted returns

Only work with proven and trusted operators

Focus on markets with diverse employment, stable population and potential for appreciation

Focus on strong cash-flowing assets with a 5-7 year hold and capital appreciation gains upon liquidity event

About Pantheon Investments

Alternative Investing to Build Generational Wealth

Pantheon empowers entrepreneurs through alternative, private equity, and real estate investing opportunities and insider strategies of the ultra-wealthy to build generational wealth and a fulfilling life. Our target is to 10X client wealth, and we do this with our proprietary Holistic Wealth Strategy, which achieves not only freedom of money but also freedom of time, purpose, and relationships for our clients.

Why Work With Pantheon Investments?

At Pantheon, we have a strategic and ultra-successful system to building wealth beyond the traditional approach. Unlike most investment firms and wealth-building companies which are focused on the stock market and the volatility that comes with it, Pantheon empowers entrepreneurs to break out of conventional and limiting tactics into a wealth-building approach that will hit their wealth goals in less than half the time. We focus on diversifying your investment portfolio across alternative assets, private equity, real estate, and strategic money moves like infinite banking to protect and build on your wealth tax-free. We open our gates to exclusive insights, strategies, partnerships and deals that you can’t find at traditional firms.

The ultimate factor that makes Pantheon truly stand apart is in our framework of our client wealth-building goals: we help investors build a more fulfilling and meaningful life, enriched with generational, legacy wealth and the freedom to focus on what matters – time freedom, relationships, and enjoyment of life.

Pantheon’s Relationship-Centric Approach

At Pantheon, we pride ourselves on prioritizing and developing lasting, lifetime relationships with clients and aren’t transactional in nature. Being highly relationship-centric, we tailor our strategies to meet our client’s unique financial and life needs, desires, and goals.

An organization is only as good as its people. We routinely invest in our team and ourselves to ensure ongoing growth and value addition for our clients. This ensures that we maintain our competitive edge in alternative investing and guarantees that we continue to stay on top of trends and continue to innovate and dominate in our space.

Our Approach

Target exclusive investment opportunities non-correlated to the stock market such as: multi-family real estate, oil & gas, self-storage, and manufactured home parks that yield exceptional risk-adjusted returns

Only work with proven and trusted operators

Focus on markets with diverse employment, stable population and potential for appreciation

Focus on strong cash-flowing assets with a 5-7 year hold and capital appreciation gains upon liquidity event

How It Works

Join Our Investor List

Schedule a call to determine if there is a fit

Review opportunities & fund investment

Monitor performance through investor portal

Repeat & add Velocity to your portfolio

Pantheon’s Unique and Ultra-Successful System

Education and empowerment for entrepreneurs to adopt a wealth-building mindset of the 1%. We develop lifetime relationships with clients and aren’t transactional in nature and 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.

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 providing passive income cash flow that we have selectively sourced based on our reputation, influence, and rigorous due diligence process.

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. We have a top 1% relationship capital – our vast network and top-tier relationships from the past 25 years grant us access to esteemed strategic partners and opportunities, placing us at the forefront of deal flow and collaboration.

Low risk with exceptional ROI: Pantheon employs a diversification portfolio strategy including inversely correlated real assets, mitigating risk for investors. We aim to protect against market volatility and uncertainty by spreading investments across different asset classes. By focusing on alternative investments, we seek to deliver exceptional returns and opportunities for your wealth expansion goals.

Rigorous due diligence: Pantheon utilizes a rigorous due diligence process to assess potential investments thoroughly. We have strict criteria when it comes to the investments being in line with our risk management protocols.

Proprietary Intellectual Property: At Pantheon, we use proprietary methods to accelerate investor wealth through innovative strategies, unique insights, and access to industry experts. This grants us access to hidden value and helps drive sustained wealth growth.

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: Our Portal to 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 while developing lifetime relationships with clients that aren’t transactional in nature.

The Pantheon Mastermind: Our exclusive community of millionaires provides 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. At Pantheon, we invest in ourselves and our team to constantly grow and add value for our clients.

Pantheon Investments Opportunities

At Pantheon, our investment philosophy is centered on securing superior risk-adjusted returns through our hand-picked and carefully vetted selection of alternative assets. Our investment portfolio focuses on high potential sectors such as multi-family real estate, oil & gas ventures, private credit and debt, self-storage facilities, and manufactured home parks. Alternative assets provide a 3-dimensional return: passive income, tax efficiency, and lucrative upside. The right investing strategy can even get you to 0% in taxes.

Our relationship capital is top 1% which gains us access to the best partners and opportunities, with our top-tier relationships from the past 25 years, renowned reputation and influence, placing us at the forefront of deal flow and collaboration. 

Selective Private Equity Opportunities

Pantheon’s impeccable reputation and Dave’s influence in the private equity space give us keys to the doors of exclusive investment opportunities. Through our time-tested, finely-tuned process, we hand-select the most promising deals. This enables us to grant our clients access to a caliber of investments that are often out of reach in the broader market and reserved for the top 1% of the ultra-rich. 

We take great pride in leveraging our extensive expertise and deep industry relationships to connect investors with exceptional opportunities. When you partner with us, you gain a trusted guide who can navigate the complex world of private equity and deliver the most attractive deals to help you achieve your wealth and life goals.

Multi-Family Real Estate

Multi-family real estate investments offer stable passive cash flow through rent payments and potential for appreciation. Providing less volatility compared to single-family units, with a diverse tenant base mitigating risks. We invest in tangible real estate assets that don’t have the volatility of the stock market, providing long-term passive income and wealth-building performance.

Self-Storage

Self-storage demand remains consistent across economic cycles, providing steady cash flow. Low overhead and maintenance costs contribute to higher net income margins.

Manufactured Home Parks

Increasing demand for affordable housing options makes this a growing sector — lower acquisition and maintenance costs compared to traditional real estate investments. Each asset class presents unique opportunities for income generation and capital appreciation while serving as a hedge against market volatility and inflation. 

Energy – Oil & Gas

Oil and gas can provide strong returns based on market demand and geopolitical factors. Investments can range from direct drilling projects to shares in exploration companies, broken down by upstream, midstream or downstream. Assets like oil and gas offer a hedge against inflation, and are 100% tax deductible against active income.

Private Credit & Debt

Investing in private debt and credit has the potential to provide higher current income and returns than comparable below investment-grade fixed-income alternatives by taking advantage of the illiquidity premium, or the potential for excess return for investing in assets that cannot easily be converted into cash.

At Pantheon Investments we strive to focus on markets with diverse employment, stable population, and potential for appreciation as well as focus on strong cash-flowing assets with a 5-7 year hold and capital appreciation gains upon liquidity event. 

Our investment philosophy and strategic allocation of capital across these sectors, delivers consistent investment performance for our clients, building long-term wealth, maintaining gained wealth through tax mitigation and infinite banking, and giving investors the financial freedom, time freedom and relationship freedom they desire and deserve.

Our Portfolio

Pantheon Credit Fund I

Class A Cashflow

12%

Class B IRR

22-28%

Class B AAR

24%

Location

Nationwide

Category

Private Credit in Merchant Cash Advances

Funds Lifecycles

3-5 years

Hudson Cane Bay

Equity Multiple

2.11x

IRR

17.6%

AAR

22%

Location

Charleston, SC

 

Category

Multifamily

Doors

300

Lofts at Eden

Equity Multiple

1.8-2.1x

IRR

14-18%

 

AAR

21%

 

Location

Orlando, FL

Category

Multifamily

Doors

175

About

DAVE WOLCOTT, CEO 

Pantheon Investments was founded by Dave Wolcott, 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 the author of the book, “The Holistic Wealth Strategy: A Framework for Building Real Wealth and Living an Extraordinary Life”, and is the host of the top-rated “Wealth Strategy Secrets of the Ultra-Wealthy” podcast.

Our Approach

Infinite Banking with Pantheon: Build Wealth Tax-Free

Infinite banking is a revolutionary, strategic way to accumulate and protect your generational wealth, tax-free.

Why Choose Pantheon for Infinite Banking?

  • Expertise and Network: Dave, our founder, brings his two decades of unparalleled wealth-building experience into strategizing infinite banking for Pantheon clients. Investors will receive top-tier guidance and insights on infinite banking and how to implement it into their investment strategy. This sets Pantheon apart and makes us the premier choice for investors who want to leverage all the advantages infinite banking offers.
  • Becoming Your Own Bank: Individuals can become their own bank with infinite banking. This is achieved by using specially structured whole life insurance policies. Individuals can leverage the policies’ cash value to finance their purchases, investments, and other financial needs.
  • Tax-Free Growth: Infinite banking has one huge advantage – the ability to generate tax-free wealth. The cash value of the life insurance policies grows and is tax-deferred. However, the policies’ cash value can be accessed through loans, which are also tax-free. This provides a powerful wealth accumulation tool, all while minimizing tax liabilities.
  • Legal Protection: Infinite banking also has the advantage of giving you legal protection. ensuring your assets are protected against unforeseen circumstances.
  • Legacy Wealth Building: By integrating Infinite Banking into your financial strategy, you can ensure your family’s financial well-being for decades and longer. It truly is a cornerstone to building up legacy generational wealth.
  • Proper Structuring and Setup: To reap all the benefits of infinite banking, it’s important to set it up and structure it correctly. At Pantheon, we ensure our clients do everything right while setting up their infinite banking investment. We will guide you based on your individual financial goals and objectives. We pay close attention to the details in order to ensure our clients can get the maximum benefits to reach their financial goals.

The Pantheon Mastermind

Gain access to an ultra-high-level network of like-minded investors and millionaires through the Pantheon Mastermind. Members get continuous mentoring and learning opportunities amongst the ultra-rich, creating an elite, collaborative environment where investors can participate in discussions, shared experiences, and wisdom from industry experts and other members. Through this collaboration, education, and dedication to mutual growth, Pantheon mastermind members can reach even the loftiest of their financial and life goals.

Members of the Pantheon Mastermind not only gain access to each other, but also get exclusive access to our team of top-tier experts and curated network of elite wealth advisors, CPAs and lawyers, so they can build their dream team of wealth building professionals to accelerate their path to legacy wealth and unlimited time freedom.

We are so confident in the value of being a member of the Pantheon Mastermind, we provide a 100% money back guarantee if clients aren’t satisfied.

 The World’s First Virtual Family Office

Pantheon is the innovator of the world’s first Virtual Family Office bringing to market what no one else has, solving our clients biggest challenges and helping them seize their biggest opportunities. Our VFO is a revolutionary concept that blends the power of comprehensive wealth strategy education and solutions tailored to every client. This innovative approach sets Pantheon apart within the alternative investing field, transforming traditional wealth management into a personalized service and comprehensive ecosystem designed for affluent entrepreneurs and investors.

Our Virtual Family Office offers 360-degree support in your wealth building from all angles, providing elite wealth coaching and creating a customized wealth plan encompassing financial investments and strategic planning for tax optimization, estate planning, and asset protection. You will gain exclusive access to our curated network of Advisory Members, including CPAs, Estate Planning experts, Asset Protection specialists, and Insurance planners, to receive comprehensive support for your wealth plan.

Testimonials/Case Studies

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.

— Doug Krueger
Business Owner

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”.

— Pete Spitellie
Physician

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.

— Craig Raubenheimer
Business Owner

5342 Clark Rd # 1075
Sarasota, FL 34233
[email protected]
941-237-0735

Schedule Wealth Clarity Call

Join Our Community

Pantheon Investments is focused on educating, empowering, and building real relationships. At Pantheon, we believe in adding value first and sharing wealth strategies and expert insight through our resources, podcasts, tools, guides, and The Holistic Wealth Strategy book, making this exclusive knowledge accessible.

We invite you to join our community by delving into our resources or grabbing a free copy of The Holistic Wealth Strategy, to propel you on your wealth building journey with Pantheon to build ultimate, legacy wealth, time freedom and fulfillment in life.