Build Legacy Wealth and Create Unlimited Freedom in Your Life
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 WallStreet. 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.
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.
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, it 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.
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 grow their wealth. I have been investing in passive income assets, studying wealth creation, 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.
