2323 Highway 6
Sugar Land, TX 77478
+1 (281) 723-8110
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lgreen@capitalwealth.com
Lucy Green is an experienced Investment Advisor at a prestigious firm in Sugar Land, TX. With 18 years of expertise in the field, Lucy is renowned for her extensive knowledge and exceptional skills in financial planning. She holds the certification of Certified Financial Planner (CFP), further demonstrating her commitment to providing clients with top-notch advice and strategies for wealth management. Not only does Lucy excel professionally, but she also enjoys pursuing personal interests such as meditation and scrapbooking during her leisure time. This well-rounded approach to life allows Lucy to bring a balanced perspective to her work as an Investment Advisor, consistently delivering outstanding results for her clients' financial goals.
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We feel a deep responsibility to our clients. We are committed to helping you protect and grow your assets, and in many cases, prepare families and heirs for the transfer of wealth to future generations. We know how hard you are working to achieve your goals, and we will work with you to help your wealth support your continued prosperity over time.