


Realize your financial dreams—transparent, fee-only advice for a secure future.
Welcome to Capital Wealth Group.
I’m George Jameson, CFP®, MBA — a fee-only financial planner dedicated to providing independent, fiduciary advice you can trust. Whether you're nearing retirement and need a clear income strategy, looking to reduce your tax burden through smart planning, or a small business owner navigating complex financial decisions, we’ll build a personalized roadmap tailored to your life. Our goal is to help you retire with clarity, confidence, and peace of mind.
What We Do?
Investment
Managment
-
Evidence-Based Portfolio Design
-
401k's, IRA's, Roth IRA's, Trust Oversight
-
Low-Cost ETF & Fund Selection
-
Fee-Only Fiduciary Guidance
-
Tax-Efficient Portfolio Rebalancing
-
Automated Dividend & Cash Management
-
Behavioral Coaching & Discipline
-
Custom Model Portfolio Solutions
-
Retirement Income Investing
-
Annuity Expertise
-
No Commissions
Retirement & Financial Planning
-
Retirement Needs Analysis
-
Success-Probability Modeling
-
Income-Distribution Strategies
-
Social Security & Medicare Optimization
-
Annuity & Insurance Reviews
-
Retirement Income Forecasting
-
Cash-Flow Gap Analysis
-
Legacy & Estate Goal Setting
-
What-If Scenario Modeling
Tax Planning
-
Strategic Roth Conversions
-
Tax-Loss & Capital-Gains Harvesting
-
Tax-Efficient Retirement Roadmaps
-
Tax-Aware Portfolio Strategies
-
Tax-Return Review & Optimization
-
Estate-Tax & Legacy Planning Guidance
-
Multi-Year Tax Projection Modeling
-
Charitable Giving & Donor-Advised Funds
-
Corporate & Business Owner Tax Strategies
Does your Advisor help in all 3 areas?
Organizations We Partner With







Why Choose
Capital Wealth Group
-
Holistic Approach
We consider every aspect of your financial life—retirement income, investments, taxes, Social Security, and healthcare—to build a truly integrated plan. -
Retirement Income Specialists
Our focus is on designing sustainable income streams that adapt to market changes and life’s milestones. -
Tax Planning Experts
From Roth conversions and tax-loss harvesting to capital-gains management and multi-year projections, we’re always uncovering savings opportunities. -
Always a Fiduciary & Fee-Only
No commissions, no product ties—just unbiased advice aligned with your best interests and competitive, transparent fees. -
Deep Social Security & Healthcare Guidance
We’ll help you optimize your Social Security claiming strategy and navigate Medicare enrollment so you get the benefits you’ve earned without overpaying.
%20(2).jpg)