The founder of several nonprofits, Christina Lewis invests her time and her money trying to make the world a more equitable place. Wealth coach Christina Lewis, 42, owner and president of C Lewis Services, a New York-based boutique advisory firm targeted at high net worth individuals, brings a unique perspective to her clients: She’s as wealthy as many of them. Lewis relies on her own personal experience to advise clients–typically, she says, people who care about positive impact and have intentions of leaving a legacy to their family and to charity. “I focus on helping my clients get a proper team and system in place,” says Lewis. “Ironically, these specialists, including myself, should pay for themselves through increased income or strategies for reduced spending via cash flow planning, greater attention to fees and insurance and other tools,” she says.


Read the full article on Inc.

Continue Reading

Philanthropist Christina Lewis Launches Beatrice Advisors, a Multifamily Office for the Next Generation

Read More

Beatrice Advisors Welcomes Lauren Rich Fine, CFA as Partner, Investments and Business Development

Read More

Beatrice Advisors Launches Carrying On The Legacy Of Legendary Food Financier Reginald Lewis

Read More

Let’s build your financial future together.

Whether you’re navigating a complex financial transition or exploring a more intentional approach to wealth, our advisors are here to provide guidance and perspective every step of the way.
Start a Conversation