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
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Evidence-Based Portfolio Design
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401k's, IRA's, Roth IRA's, Trust Oversight
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Low-Cost ETF & Fund Selection
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Fee-Only Fiduciary Guidance
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Tax-Efficient Portfolio Rebalancing
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Automated Dividend & Cash Management
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Behavioral Coaching & Discipline
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Custom Model Portfolio Solutions
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Retirement Income Investing
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Annuity Expertise
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No Commissions
Retirement & Financial Planning
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Retirement Needs Analysis
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Success-Probability Modeling
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Income-Distribution Strategies
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Social Security & Medicare Optimization
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Annuity & Insurance Reviews
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Retirement Income Forecasting
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Cash-Flow Gap Analysis
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Legacy & Estate Goal Setting
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What-If Scenario Modeling
Tax Planning
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Strategic Roth Conversions
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Tax-Loss & Capital-Gains Harvesting
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Tax-Efficient Retirement Roadmaps
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Tax-Aware Portfolio Strategies
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Tax-Return Review & Optimization
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Estate-Tax & Legacy Planning Guidance
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Multi-Year Tax Projection Modeling
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Charitable Giving & Donor-Advised Funds
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Corporate & Business Owner Tax Strategies
Does your Advisor help in all 3 areas?
Organizations We Partner With
Why Choose
Capital Wealth Group
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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.
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