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Dave Wolcott DW

Dave Wolcott

Nokomis, FL

1 Book Business

About Dave

From his LinkedIn: "My name is Dave Wolcott, and I’m the CEO of Pantheon Investments helping investors achieve financial freedom through developing an alternative wealth strategy including assets such as real estate assets that provide cash flow, tax efficiency and diversification from the stock market. I authored the book, “The Holistic Wealth Strategy” and am an active and passive investor in over 2,500 doors with a value of over $450M."

Note: The book he's referencing here appears to be the one he's working on now, at least based on current title.

From his company's website: "Dave Wolcott is the Founder and CEO of Pantheon Investments. Pantheon gives entrepreneurs an opportunity to passively invest in top real estate and alternative assets that provide cash flow, tax benefits and a reliable alternative to the volatility of the stock market, through leveraging The Pantheon Advantage. Pantheon is currently an equity partner in over 2,500 doors with a combined value of over $450 million across the US. Dave is also the author of The Holistic Wealth Strategy: Your Roadmap To Financial Freedom and has been a featured guest on numerous media outlets.

Prior to Pantheon, Dave earned his bachelor’s degree from the George Washington University, served as a Captain in the Marine Corps and established himself as a successful entrepreneur who built 3 companies over the past 2 decades. Dave is more passionate than ever about helping entrepreneurs build wealth through providing exclusive access and curation of the best opportunities, the best operators, and the best markets.

Prior to Pantheon, Dave earned his bachelor’s degree from the George Washington University, served as a Captain in the Marine Corps and established himself as a successful entrepreneur who built 3 companies over the past 2 decades. He learned about investing in commercial real estate as a passive investor 20 years ago and has experienced several market cycles. In today’s changing world, Dave is more passionate than ever about helping professionals build wealth through providing exclusive access and curation of the best opportunities, the best operators, and the best markets."

Industries

Financial Planning

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