Helping entrepreneurs build wealth outside the Wall Street playbook.
Former US Marine Corps captain. Serial entrepreneur. Author of The Holistic Wealth Strategy and host of Wealth Strategy Secrets of the Ultra-Wealthy. For more than 20 years I have studied how the wealthiest families actually build and keep wealth, and I have spent that time making the same approach available to entrepreneurs and investors who do not have a nine-figure balance sheet.
It started with triplets and a financial plan that did not add up.
Wealth is not what you own. It is the degree of control your assets give you over your time.
I began my career as a captain in the US Marine Corps. In 2000, my wife and I had triplets. Overnight we went from one child to four, and the conventional financial advice I had been following stopped making sense to me.
So I went looking for what the wealthiest families were actually doing. Over the next two decades I built businesses, invested across real estate, energy, and private credit, and spent as much time as I could around the people who had already solved this.
What I found was not a list of better investments. It was a different architecture. The ultra-wealthy do not manage taxes over here, investments over there, and protection somewhere else. They run one coordinated system, and every decision gets evaluated against the whole picture.
That became the Pantheon Holistic Wealth Strategy, the book, the podcast, and the firm. Today I work with entrepreneurs, executives, and accredited investors who have built real success and want their capital to produce something more useful than a bigger number on a statement at 65.
Wealth Strategy Secrets of the Ultra-Wealthy
Each week I sit down with investors, operators, tax strategists, and entrepreneurs to unpack how sophisticated families build, protect, and pass on wealth. Real strategies, real numbers, and conversations that go well past the surface.
Short solo episodes where I break down one strategy at a time. Infinite banking, tax efficiency, asset protection, strategy stacking, and how to actually build wealth outside of Wall Street.
Listen to the Deep DivesA Framework for Building Real Wealth and Living an Extraordinary Life
- The five-phase approach to building wealth outside the market
- How to create predictable, tax-efficient passive income
- Why freedom of time, purpose, and relationships belongs in the plan
- The infinite banking foundation most investors never hear about
The playbook I wish someone had handed me in 2000.
I wrote it for the person I was: successful on paper, doing everything the conventional advice said to do, and quietly certain that it was not going to produce the life I actually wanted. It lays out the whole framework, start to finish, with nothing held back.
Wherever you are, there is a next step.
Everything below runs through Pantheon Investments, the firm I founded to give entrepreneurs and investors access to the strategies and opportunities the ultra-wealthy have always had.
The Contrarian Wealth Masterclass
A free masterclass on why your CPA, advisor, and attorney can each do good work while the combined result still costs you, and what wealthy families do instead.
Watch the masterclass → Get clarityThe Wealth Blueprint
A private, family-office-style review of your full financial picture. You get a personalized Wealth Efficiency Score and a roadmap showing where the biggest opportunities sit.
Apply for your Blueprint → Do it yourselfPantheon Wealth OS
See your entire financial picture in one place, model decisions before you make them, and track progress toward your freedom date across every asset class.
Explore Wealth OS → Full coordinationVirtual Family Office
One strategy sitting above your existing advisors, coordinating taxes, investments, protection, and legacy so every decision supports the same plan.
Learn about the VFO → CommunityThe Pantheon Mastermind
An invite-only community of high-performing entrepreneurs and accredited investors focused on tax efficiency, deal access, and multi-generational wealth.
See the Mastermind → InvestInvest Alongside Us
Vetted private opportunities across real estate, energy, and private credit, selected for cash flow, tax efficiency, and low correlation to public markets.
View opportunities →Recent guest appearances
I have been a guest on more than a hundred shows covering wealth strategy, alternative investing, tax efficiency, and entrepreneurship.
Booking a guest, a stage, or a conversation.
I am always glad to talk with podcast hosts, event organizers, and entrepreneurs who are rethinking how their wealth is built. Reach out and my team will get back to you.