Gary Preisser
Helping retirees preserve and grow their wealth so they can achieve their financial goals and leave a meaningful legacy through the Stonebriar Portfolio Review Methodology.
- Role
- Partner at Stonebriar Financial
- Location
- Provo, UT, US
- LinkedIn followers
- 500 followers
About Gary Preisser
As a an Investment Advisor at Stonebriar Financial, I´m passionate about helping…
Experience
Partner
Jan 2022 — Present · Provo, UT, US
WHAT WE DO:We offer high-net-worth individuals and families tax-efficient, investment options to fund their financial goals and live the retirement they’ve always wanted. Also, we provide a framework to empower CPAs to combine their tax expertise with investment management to create a holistic practice. HOW WE DO IT:With our 3 steps process, through which we discover, evaluate, and plan a financial future for our clients free from financial anxiety, we create a well-thought-out strategy. We use a variety of investments and insurance products and services, designed to help our clients address their financial needs and concerns.We help you:Providing a comprehensive investment analysis measuring internal fees, alpha, beta, standard deviation, etc. Creating an initial tax map to target potential tax issues while there is still time to do something about them Offering ongoing investment management focusing on liquidity, risk, and performance Supporting your financial planning with a team of vetted CPAs, estate planning attorneys, and other financial experts WHAT MAKES US DIFFERENT:With our 25 years in the industry, we start by educating high-net-worth individuals and wealthy families so that they better understand their current situation and how to improve it. Then, we work in partnership with them to build and protect their wealth from market risk, inflation and taxation so that they can live the life and leave the legacy that they want. Acting as the trusted wealth management advisoryinvestment advisor extension of several CPAs during our professional journey, we empower CPAs and tax preparers to leverage their existing client base while adding recurring income through wealth management. Want To Learn More:+13•••••••00 Management | Investment Advisory| RIA
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