skinny.

Latest / Brick by Brick - Wealth Building Conversations

The Function of Wealth: Stop Chasing Returns and Start Planning With Purpose

What if the key to building wealth isn’t chasing higher returns—but giving every dollar a purpose?

In this episode of Brick by Brick, Loren Wernette sits down with Gary Preisser, Managing Partner of Stonebriar Wealth Advisors, to explore his powerful “Function of Wealth” philosophy.

Gary shares why wealth should do more than simply grow—it should serve a specific purpose at the right time in your life. From short-term needs and long-term goals to legacy planning, this conversation challenges the traditional approach to financial planning by asking two important questions:

Why does this money…

The skinny

The skinny isn't ready yet — notes appear once the transcript is processed.