Trusts & Estates Weekly
Wealth Advising in Probate & Trust Administration
June 1, 2026 · 51 minutes
Another conversation about wealth management, financial planning, legacy.
Explore âInvesting with Purpose: Aligning Wealth, Values & Legacy
August 24, 2026 · 53 minutes
With Gary Preisser
About this conversation
Cofounder of Stonebriar Wealth Advisors Gary Preisser explains how investors can align their wealth with their values and long-term legacy goals. Explore how purposeful investing can make wealth management more meaningful and intentional. ---
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People Making Money
Money in Motion - Episode 7
July 29, 2026 · 50 minutes
Another conversation about real estate investing, military transition, building wealth, forthcoming people making money co-host.
Explore âRelated service · Bemel Group
Trust & estate administration
Explore professional fiduciary support and what an introductory conversation involves.
Explore â