Dave Wolcott

Investor

Sarasota, FLMember since 2015

About myself

What if everything you thought you knew about investing and building wealth was WRONG? What if you could achieve your FINANCIAL FREEDOM goal in half the time or less? My name is Dave Wolcott, and I’m the CEO of Pantheon Investments helping investors achieve financial freedom through investing in tangible 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 1,600 doors with a value of over $230M. Busy professionals and entrepreneurs often come to us when they are looking for an alternative way to accelerate their wealth by investing in commercial real estate, minimizing risk through passive income streams, and maximizing tax efficiencies. In initial conversations, potential investors often ask: Dave, why would I invest in a Multifamily RE syndication rather than the stock market? A: Unlike the stock market, multifamily syndications provide an asymmetric risk profile that can generate tax efficient cash flow for investors from the income generated by the property. Dave, why haven’t I heard of this before? A: The $28M financial services industry, including your financial planner cannot advise you on these investment assets. In 2012, the JOBS Act was created to ease securities regulations and to encourage the private funding of U.S. small businesses. Historically these investments were only accessible to wealthy, accredited investors, a term defined by federal securities law which includes individuals earning $200,000 or more annually or holding at least $1 million in assets, outside of their primary homes. To learn more about The Pantheon Advantage and how we can help you accelerate your wealth visit: “https://pantheoninvest.com/the-pantheon-advantage/ To learn more about the benefits of creating a wealth strategy download a free copy of my book “The Holistic Wealth Strategy” https://pantheoninvest.com/the-holistic-wealth-strategy/ We're also actively expanding our network of strategic partners. If you're a fellow mentor, subject matter expert or thought leader, feel free to message me directly so we can see how we might be able to collaborate. Goals: Adding value to investors and partners through my unique ability and scaling a growth focused company.

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