But you haven’t figured out how to grow your wealth past the typical Financial Planner advice…

  • Are you tired of seeing your retirement portfolio progress at only 6% a year?
  • Do you want to create enough mailbox money that you don’t have to trade your time for money?
  • Do you want to achieve your personal vision and live life on your terms?
  • Are you concerned about your financial security from a potential job loss or medical issue?

Then I Can Help You

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.
  • An alternative wealth strategy that can achieve financial freedom in a fraction of the time that traditional financial planners prescribe
  • Diversification through passive income streams outside of your current job
  • Investing in tangible assets with predictable income and low risk such as multifamily real estate

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A PORTION OF THE PROCEEDS FROM THE SALE OF THE HOLISTIC WEALTHY STRATEGY WILL BE DONATED TO THEFUND.ORG

Semper Fi & America’s Fund cares for our nation’s critically wounded, ill, and injured service members, veterans, and military families. Supporting all branches of the U.S. Armed Forces, we provide one-on-one case management, connection, and lifetime support. Today. Tomorrow. Together.

What Clients Are Saying About The Book

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.

M.C. LAUBSCHER

Creator of Cashflow Ninja

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.

RICHARD C. WILSON

President & Founder of Family Office Club

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.

GARY MOTTERSHEAD

SERIAL ENTREPRENEUR & ENTREPRENEURIAL COACH WITH STRATEGIC COACH