Broker Check

720 South Maple Bluff Court
Stevens Point, WI 54482


We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management analysis

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s a good approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.

Lee Courtright is an established financial advisor who has focused his practice on helping individuals understand change as they prepare for and manage in the later years of their lives. Lee often works with his clients’ legal and tax...

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