Stonebriar Wealth Advisors announced the release and upcoming publication of a series of books designed to explore foundational financial principles through the lens of timing, structure, and long-term decision-making. The firm confirmed that the series is intended to support its broader mission of improving financial understanding for individuals, families, and future generations.
Founded by Gary J. Preisser and Shea M. Swenson, Stonebriar Wealth Advisors operates as a Registered Investment Advisory firm that works with households, business owners, and families on long-term wealth planning. According to Preisser, the book series reflects concepts that have been discussed with clients for years and formalizes those ideas into written resources that can be revisited over time.
The first published title in the series, "The Essence of Wealth," has already been released. Preisser explains that the book was written to speak to the next generation within client families. The goal was to present financial concepts in a way that encourages clarity and purpose rather than focusing narrowly on accumulation. He explains the book as a way for parents and grandparents to introduce foundational ideas to children and grandchildren who are just beginning to think about money and responsibility.
Swenson explains that the firm views financial education as a long-term process rather than a single conversation. “Families often engage with financial decisions at different stages of life, and written resources allow those conversations to continue even when circumstances change,” he notes. According to him, the series of books can serve as a reference point that evolves in relevance as readers move through their own personal and professional timelines.
Another book, "The Differentiators of Wealth," is scheduled for release in the near term. “This book is an exploration of structural factors that influence long-term outcomes, including the role of timing, performance, diversification, tax considerations, and decision sequencing,” Swenson notes. “The material reflects recurring questions raised in client discussions, where individuals seek to understand not only what decisions to make, but why those decisions matter.”
Beyond these two books, the firm has outlined a broader pipeline of upcoming works. The series includes forthcoming books such as "The Timing of Wealth," "The Cash Flow Clock," and "The Psychology of Wealth," among others. According to Swenson, each book is designed to address a specific dimension of financial decision-making through consistent underlying principles.
A recurring theme across the series is the importance of timing. Preisser explains that while financial principles remain consistent, their application can vary widely depending on life stage, cash flow needs, and family dynamics.
“The books are not intended to replace professional guidance, but rather to encourage informed participation,” Preisser says. “Understanding basic success metrics and concepts enables individuals to engage more confidently in financial conversations, ask better questions over time, and ultimately achieve better outcomes.”
Stonebriar traces the origins of the series to years of repeated client discussions. Swenson explains that many of the ideas became ingrained through experience, as clients raised similar concerns and uncertainties across different stages of life. He explains the writing process as a way to formalize those explanations so readers can absorb the material at their own pace and return to it as their circumstances evolve.
“Time is the one asset you can’t replace,” Preisser says, pointing to an idea frequently referenced at Stonebriar. “The best time to plant a tree was years ago, but the next best time is now,” he says. “We believe that it’s never too late to begin making informed financial choices. The decisions we make every day can be the difference between missing and achieving our goals.”
As Stonebriar prepares additional releases within the series, the firm views the books as an extension of its broader educational mission. “Our goal is to help improve financial literacy for everyone, no matter their background, age, or net worth,” Swenson says. “When people understand where they are on their own financial journey, they can begin making decisions with far greater confidence and clarity.”
About Stonebriar Wealth Advisors
Stonebriar Wealth Advisors is a Registered Investment Advisory firm founded by Gary J. Preisser and Shea M. Swenson. The firm works with individuals, families, and business owners on long-term wealth planning grounded in timing, structure, and informed decision-making. Through advisory services and educational initiatives, including its new book series, Stonebriar focuses on improving financial understanding across life stages and helping clients engage more confidently in their financial journeys. For more information, visit www.stonebriarwealthadvisors.com.
Media Contact
Carter Frame
carter@stonebriarwa.com
