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Team

How We Work

How We Work

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.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Lee Courtright

Financial Advisor

(715) 344-6300

(715) 344-6381

leecourtright@goldsandsfin.com

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...

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Legacy Advisor Network

Nick Brundage

Client Service Associate

Tiffany Jones

Client Service Associate

*Golden Sands Financial LLC, and Legacy Advisor Network are unaffiliated.