05/30/2026
In this episode of Multifamily Unplugged, Mike Morawski sits down with Dave Wolcott from Pantheon Investments to talk about building true wealth outside traditional Wall Street investing.
Dave shares his journey from serving in the Marines to building a diversified investment portfolio across multifamily, private credit, oil and gas, and alternative investments. He breaks down how family offices think about wealth, why most investors stay stuck in the retail mindset, and how intentional planning creates long-term freedom.
Dave also shares details about his book, Holistic Wealth Strategy, and explains how investors use fractional family office services to gain access to advanced wealth-building strategies often reserved for ultra-high-net-worth families.
Key Takeaways
• Freedom is the foundation of wealth
• Most people never learn how the top 1% build wealth
• Real estate alone is not enough, diversification matters
• Private credit creates strong cash flow opportunities
• Multifamily opportunities are starting to reappear
• Investors need strong diligence processes
• Market cycles create opportunity for prepared investors
• Vision and clarity drive better investment decisions
Dave Wolcott is the founder of Pantheon Investments and author of Holistic Wealth Strategy. He specializes in alternative investments, private markets, and helping investors create long-term wealth strategies outside traditional financial planning.
New episodes every Saturday featuring conversations on multifamily investing, wealth creation, mindset, and financial freedom.
