Financial Educator | Author | Speaker
Codifier of the Function of Wealth
What is wealth actually supposed to do?
Why accumulation and performance are incomplete measures of financial success.
What if many financial mistakes begin before the recommendation?
Why changing questions and their sequence can change outcomes.
Why can wealth look successful and still fail when needed?
Timing, liquidity, volatility, risk, and why a portfolio is not a plan.
How do we know whether wealth is prepared to work?
Functional Capacity, performance versus Function, and the moment.
How should Purpose and Timing affect Design?
Why tools and strategies should follow the requirements of the job.
Gary Preisser is a financial educator, author, speaker, and cofounder of Stonebriar Wealth Advisors. Over more than 25 years, his work has spanned tax preparation, business financial decision-making, wealth management, and investment management.
He codified the Function of Wealth after recognizing that principles used to define, design, measure, and improve function in other disciplines were not being systematically applied to wealth.
Building enterprise value is not the same as designing personal wealth.
What if financial planning followed the same logic physicians expect from medicine—diagnosis before treatment?
Accumulating wealth and asking wealth to support your life are different problems.
Change the questions before recommendations and move from performance measurement toward Functional Capacity.
The Essence of Wealth · The Differentiators of Wealth · The Cash Flow Clock · The Timing of Tax · The Timing of Risk
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gary@stonebriarwa.com