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Wealth Strategy Secrets of the Ultra Wealthy Podcast

Dave Wolcott

Booking Overview

An interview-led wealth and investing podcast focused on alternative investments, family-office strategy, tax efficiency, and wealth creation for entrepreneurs and affluent investors, with recurring guests including experienced entrepreneurs, M&A practitioners, and wealth advisers. Credible pitches include business acquisition experts, private-market and family-office investment professionals, tax strategists, and advisers serving high-net-worth founders and families; booking difficulty is medium because the show features relevant specialist guests but appears selectively curated.

Metrics

Episodes: 312

Frequency: Multiple_weekly

Rating: 5.0/5.0

Estimated listeners: 1k-10k

Gender skew: Male

Location: USA

YouTube: 1.8k subscribers

Instagram: 3.2k followers

Contact Information

Publicly listed emails

podcastpartnership+wolcott@gmail.com

info@pantheoninvest.com

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Host

Dave Wolcott - Founder of Pantheon Investments and author of The Holistic Wealth Strategy, Dave Wolcott focuses on coordinated wealth planning, alternative investments, tax-efficient strategies, and long-term fin...

Booking Intelligence

Booking Requirements

medium
Typical Credentials:  
Experienced entrepreneurs, M&A practitioners, investment professionals, family-office leaders, tax strategists, and advisers who work with high-net-worth founders, accredited investors, or affluent families.
Required Achievements:  
Built or acquired profitable companies, Executed mergers, acquisitions, or business roll-ups, Advised high-net-worth founders and families, Developed expertise in alternative investments, wealth planning, or succession

Recent Guest Discussions

Tom Shipley - Business Acquisitions, Acquisition Strategy, Deal Sourcing, Financing, Due Diligence, Integration, Seller Financing, And Building Wealth Through Business Ownership.

Karishma Ismail - Identity After A Business Exit, Purpose Beyond Financial Success, Legacy Planning, Succession, Wealth Transfer, Family Relationships, And Life After Entrepreneurship.

Recent Topics

Finance, Wealth Management, Alternative Investments, Family Offices, Tax Strategy

Episodes

Here's the recent few episodes on
Wealth Strategy Secrets of the Ultra Wealthy Podcast
:

AI Strategy: How Entrepreneurs Can Make Smarter Decisions With AI (With Tom Lambotte)

October 02, 2026

Most entrepreneurs are asking the wrong question about AI. Instead of constantly searching for the newest tool or latest feature, the bigger opportunity may be learning how to use AI to think better. In this episode, Dave Wolcott sits down with Tom Lambotte of AI Simplifier to explore a more strategic approach to artificial intelligence. Tom explains why mastering AI is less about which platform you use and more about your ability to ask better questions, uncover hidden blind spots, and acces...

Financial Freedom: How to Change Your Money Mindset and Build Wealth (With Lisa Smith)

September 30, 2026

What if the biggest obstacle between you and financial freedom isn't your income—but the way you've been taught to think about money? In this episode, Dave Wolcott sits down with financial educator, investor, and entrepreneur Lisa Smith to explore how mindset, financial education, and intentional investing can reshape your wealth trajectory. Lisa shares how she went from feeling like she wasn't good with money to retiring at 45, why so many people unknowingly outsource responsibility for thei...

Financial Freedom: How to Change Your Money Mindset and Build Wealth (With Lisa Smith)

September 30, 2026

What if the biggest obstacle between you and financial freedom isn't your income—but the way you've been taught to think about money? In this episode, Dave Wolcott sits down with financial educator, investor, and entrepreneur Lisa Smith to explore how mindset, financial education, and intentional investing can reshape your wealth trajectory. Lisa shares how she went from feeling like she wasn't good with money to retiring at 45, why so many people unknowingly outsource responsibility for thei...

Publicly listed emails

podcastpartnership+wolcott@gmail.com

info@pantheoninvest.com

Looking for the right person? Join Podseeker to find direct host and producer contacts and manage your podcast outreach.

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