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Enjoy a Secure, Tax-Efficient Retirement 
Fee-Only Financial Advisor & CFP® Professional for Ages 50+ 


 Serving clients in Columbia, Charleston, South Carolina—and Nationwide.

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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
Vanguard Funds used by Capital Wealth Group
Ishares - ETFs used by Capital Wealth Group
Dimensional Funds - another low cost investment company Capital Wealth Group uses for their clients.
Certified Financial Planner Professional logo
NAPFA Organization
XY Planning Network
Fee Only Network

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.

As Featured In 

Investment News Magazine
Fee Only Network.jpg
Financial Planning magazine logo
Wealth Management.com publication
The Balance is an online financial news company
Kiplinger logo - financial news firm
NAPFA logo
XYPN Member logo
CFP Logo

Gain Financial Insight

Take the first step with a free consultation! Bring your questions, and we'll clarify your finances while discussing how we work together. No pressure sales—just honest guidance.

Ready to Take Control of Your Retirement? 

 
Worried your not making the most of your finances? Need a second opinion on your Investments?

Schedule Your Free Introductory Call today! 

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