Why Choose Capital Wealth Group?
Your Trusted Financial Partner
Feeling overwhelmed by the complexities of modern finance? Tired of hidden fees and conflicted advice? At Capital Wealth Group, we’re committed to providing you with clear, unbiased guidance that puts your needs first.
As a fee-only fiduciary advisor, we:
-
Prioritize Your Best Interests: Our fiduciary duty ensures we always act in your best interest.
-
Offer Transparent Fees: No hidden costs or commissions. You know exactly what you’re paying.
-
Provide Personalized Strategies: We tailor our advice to your specific financial goals and risk tolerance.
-
Empower You with Knowledge: We empower you to make informed financial decisions.
Why Work with Us?
-
Clarity and Confidence: We simplify complex financial concepts, giving you peace of mind.
-
Personalized Service: We take the time to understand your unique needs and aspirations.
-
Proven Results: Our experienced team has a track record of helping clients achieve their financial goals.
Ready to take control of your financial future?
Schedule a free consultation today.
-
Schedule a free consultation to discuss your unique situation and goals.
-
Call us at (803) 250-6464 for a no-obligation conversation.
Don't delay your financial well-being. Take the first step towards a brighter future today!
What We Do
Our firm specializes in providing tax-efficient retirement planning and investment management services .
We are passionate about helping our clients reach retirement with confidence, clarity, and peace of mind so that they can fully enjoy their retirement years. While our fee structure offers our clients the best value for their money!
We are located in Columbia, SC, serving clients locally in South Carolina and North Carolina and across the country virtually.
What Makes Us Different
1. We Specialize in Retirement Planning
Unlike many Advisors who work with everyone, our firm specializes in working with those nearing or already retired. We offer customized retirement planning that takes into account your personal goals, lifestyle, and financial situation. Our strategies are tailored to help you reach your retirement goals while avoiding common pitfalls and taking advantage of the best strategies for your specific situation.
2. We are Fiduciaries
As a Fiduciary financial advisor, we have the obligation to put your interest ahead of our own at all times. We do not receive compensation from anyone but our clients.
3. Flat-Fee Only
We are Flat Fee Financial Advisors for HNW investors. We believe the traditional way of Wealth Management is broken. So we created a better way for HNW investors to pay for sophisticated financial advice. Investors with over $1M+ a 1% Fee can really add up over 5, 10, 15 years.
(See pricing page for details)
4. Independent
We do not represent any Wall Street or brokerage firm, so we can focus on your unique retirement planning needs instead of sales quotas. We keep our cost low for advertising and office space, and put our capital in technology to make us more efficient, so we can pass the savings to you.
5. CERTIFIED FINANCIAL PLANNER™ Professional
CERTIFIED FINANCIAL PLANNER™ certification is the standard of excellence in financial planning. CFP® professionals meet rigorous education, training and ethical standards, and are committed to serving their clients' best interests today to prepare them for a more secure tomorrow.