Why Work With Us
Why You Need a Fee-Only Fiduciary Advisor?
Feeling overwhelmed by the financial landscape? Concerned your current advisor might not have your best interests at heart? You deserve clarity and confidence in your financial future. At Capital Wealth Group, we understand your worries.
We're dedicated to providing unbiased, personalized financial guidance as fee-only fiduciary advisors. This means we're legally bound to prioritize your needs above all else, ensuring you receive transparent advice and fees that align with your goals.
Here's why partnering with Capital Wealth Group benefits you:
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Unbiased Advice: We're free from conflicts of interest, so you can trust our recommendations are in your best interest.
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Transparent Fees: You'll know exactly what you're paying upfront, with no hidden costs or commissions.
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Personalized Strategy: We craft customized plans to fit your unique goals and circumstances.
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Retirement Planning Guidance: We help you navigate the complexities of retirement planning, ensuring a secure future.
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More Money, Less Stress: Our goal is to help you maximize your financial well-being while reducing financial strain.
Think of us as your financial partner, not just another advisor. We'll work alongside you, empowering you to make informed financial decisions with confidence.
Are you ready to take control of your financial future?
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Schedule a free consultation to discuss your unique situation and goals.
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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.