Claire Lewis
Greensburg

5156 State Route 30

Greensburg, PA 15601

+1 (724) 547-8436
clewis@capitalwealth.com

About Claire Lewis

Claire Lewis is a dedicated Financial Advisor working in Greensburg, PA. With over 8 years of experience, Claire has built a strong foundation in the field of financial planning. Her expertise lies in providing guidance on Registered Education Savings Plans (RESPs), allowing families to effectively save for their children's education. Claire's commitment to her clients' financial well-being is evident through her certification as an RESP Provider. Outside of work, Claire indulges in various hobbies including reading books, solving Sudoku puzzles, and collecting coins. Her diverse interests further enhance her ability to connect with clients and provide personalized financial solutions.

Insights

September 11, 2022

Sustainable Investing: Aligning Values and Portfolios

Discover the power of sustainable investing and how it allows individuals to align their values with their investment portfolios. Dive into the world of socially responsible investing, exploring strategies that promote both financial growth and positive environmental or social impact. Learn how investors can make a difference by supporting companies focused on sustainability while enjoying potential returns on their investments. Explore the concept of aligning values with portfolios in this insightful article about sustainable investing.

June 30, 2023

Beyond Borders: Opportunities in International Markets

Explore the vast potential of international markets and unlock new opportunities with "Beyond Borders." This insightful article uncovers the benefits of expanding globally and offers valuable insights on how to navigate foreign markets. From understanding cultural nuances to leveraging global networks, discover a world of possibilities for your business. Expand beyond borders and tap into untapped markets with this resourceful article.

June 21, 2022

The Rise of ESG Investing: Impact and Returns

Discover the powerful impact and impressive returns of ESG investing. Explore the rise of this sustainable investment strategy that combines environmental, social, and governance factors. Uncover how ESG investing is reshaping the financial landscape and making positive contributions to society while achieving attractive financial performance. Learn why many investors are embracing this approach as a way to align their investments with their values and contribute to a more sustainable future.

November 21, 2022

Building a Diversified Real Estate Portfolio

Learn how to build a diversified real estate portfolio to maximize your investments. Discover the strategies and key considerations for selecting properties across different locations, types, and risk profiles. Enhance your knowledge of asset allocation, rental income generation, and effective property management techniques. With expert insights and practical tips, unlock the potential of diversification in real estate investment to achieve long-term financial growth and stability.

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Let's Talk

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.

+17245478436
clewis@capitalwealth.com
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