Lucy Roberts
Houston

6895 Highway 6 S

Houston, TX 77083

+1 (713) 344-0666
lroberts@capitalwealth.com

About Lucy Roberts

Lucy Roberts is a Financial Coach based in Houston, Texas. With over 32 years of experience, Lucy has become an expert in providing valuable financial guidance to individuals and families. As a Certified Budget and Credit Coach (CBCC), she has honed her skills in helping clients manage their budgets effectively and improve their credit scores. Passionate about empowering others to achieve financial stability, Lucy is dedicated to assisting her clients in reaching their goals. In her free time, she enjoys camping and indulging her creative side through drawing. Her diverse interests reflect her well-rounded personality and commitment to maintaining a balanced lifestyle.

Insights

April 1, 2023

Strategies for Retirement Planning in Uncertain Times

Discover effective strategies for retirement planning in uncertain times. Learn how to navigate market volatility, manage risks, and make informed decisions to secure a comfortable future. Gain insight into diversification, asset allocation, and insurance options that can help you optimize your retirement savings. Stay one step ahead with this insightful guide on preparing for an unpredictable financial landscape.

October 17, 2022

Technology Disruptions: Opportunities for Investors

Discover the realm of technology disruptions and explore the numerous investment opportunities they bring. Uncover how market shifts are opening doors for investors to capitalize on emerging trends and innovations. Stay ahead of the curve by understanding what disruptive technologies entail and how they can potentially reshape industries. Unlock a wealth of insights into this dynamic landscape, enabling you to make informed decisions that could maximize your investment potential in tech-driven disruptions. Embrace the possibilities that lie within these exciting market shifts.

March 18, 2023

Healthcare Innovation: Investing in the Future

Discover the future of healthcare innovation and how investing in this sector can lead to transformative advancements. This informative article explores the latest trends, technologies, and strategies that are shaping the healthcare landscape. From telemedicine to AI-driven diagnostics, learn about the exciting opportunities for investment in this rapidly evolving industry. Stay ahead of the curve and explore how cutting-edge advancements are revolutionizing healthcare delivery and improving patient outcomes".

August 8, 2022

Global Economic Outlook: Growth Prospects and Risks

Discover the latest insights into the global economic outlook, including growth prospects and potential risks. Stay informed on key economic indicators, trends, and projections that can impact businesses and individuals worldwide. Gain valuable knowledge about the current state of the global economy to make informed decisions in this ever-changing landscape.

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.

+17133440666
lroberts@capitalwealth.com