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: 309

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

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

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

Family Office Investing: How to Build Wealth Beyond Traditional Markets

September 25, 2026

Building wealth isn't simply about finding the next great investment. It's about creating a coordinated strategy where your investments, taxes, liquidity, risk management, and advisors work together toward the life you actually want. In this episode, Dave Wolcott shares how Pantheon approaches the fractional family office model, why true wealth extends beyond financial capital, and how investors can gain greater clarity across increasingly complex portfolios. He also explores Pantheon's focus...

Wealth Strategy: Why Your Health Is Your Most Important Asset (With Dr. Gapin)

September 23, 2026

What's the point of building extraordinary wealth if you don't have the health, energy, and longevity to enjoy it? In this episode, Dave Wolcott is joined by Dr. Gapin to explore why physical health should be treated with the same strategic thinking we apply to investing and wealth creation. Drawing from his own transformation from an overworked surgeon to a performance-focused physician, Dr. Gapin explains how hidden health blind spots can affect energy, focus, recovery, body composition, an...

AI Investing: How Artificial Intelligence Is Reshaping Business and Finance

September 18, 2026

Artificial intelligence isn't simply changing how companies operate—it's forcing investors to rethink which industries could be disrupted, which businesses may become more efficient, and where future opportunities could emerge. In this discussion, Dave Wolcott and his guests explore AI's growing impact across industries, with a particular focus on banking and financial services. From automating workflows and controlling labor costs to fintech, crypto payments, and the massive infrastructure b...

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.

Get your clients booked on top podcasts

Try us risk free with a FREE 3 days trial.

Start Your Free Trial

Join hundreds of PR teams using Podseeker to pitch and land bookings