I’m Dave Wolcott, founder of Pantheon Investments, author of The Holistic Wealth Strategy, and host of the Wealth Strategy Secrets of the Ultra-Wealthy podcast. Over the past two decades, I’ve helped thousands of high-performing entrepreneurs and accredited investors build legacy wealth outside of Wall Street using tax-optimized, alternative investments and a holistic approach to wealth strategy. This AI version of me was created to help you accelerate your financial growth by answering your