Feb 27, 2026
Most investors spend their lives chasing higher returns—jumping from deal to deal—without ever building the infrastructure needed to create lasting wealth. In this episode of Wealth Strategy Secrets of the Ultra-Wealthy, Dave Wolcott breaks down the five-phase Holistic Wealth Strategy, revealing how high-net-worth...
Feb 25, 2026
Today we have an insightful episode featuring Gary Dorfman, CEO of Thryve Wealth Management and a thirty-year veteran of Wall Street. Gary’s experience includes leadership roles at major firms like Sanford Bernstein and Robertson Stephens, and he now leads a boutique RIA focused on innovation and tailored solutions...
Feb 20, 2026
In this powerful episode of Wealth Strategy Deep Dives, Dave Wolcott welcomes Keala Kanae who completely reframes how we think about procrastination, self-sabotage, imposter syndrome, and fear. Rather than treating these as flaws to “fix,” the episode reveals a deeper truth: we don’t have a motivation...
Feb 18, 2026
Today’s episode features an inspiring conversation with JP Newman, the founder of ThriveFP, a private equity firm behind over $2 billion in multifamily transactions. With nearly two decades of real estate experience and a passion for “purpose-driven capitalism,” JP brings a fresh perspective on building...
Feb 13, 2026
In this episode of Wealth Strategy Secrets of the Ultra-Wealthy, Dave Wolcott joins Mike Zlotnik for a deep dive into the Holistic Wealth Strategy—a comprehensive framework designed for entrepreneurs and investors who want to move beyond traditional financial advice. Dave explains why true wealth creation starts with...