Capital Wealth Group is a Fee-Only financial planning and investment management firm dedicated to families in their "Peak Wealth" years (ages 45–65).

Led by George Jameson, CFP®, RICP®, MBA, we specialize in the high-stakes transition from building assets to creating a sustainable retirement lifestyle. With over 16 years of experience, we understand that the strategies used to accumulate wealth are rarely the same ones needed to preserve and distribute it.

Our Specialized Approach:

Retirement Income Design: We solve the "math of spending," turning complex portfolios into reliable, tax-efficient paychecks.

Tax-Efficiency: Strategic planning for Roth conversions, RMD management, and withdrawal sequencing to minimize lifetime tax liabilities.

Fiduciary Investment Management: Objective, evidence-based portfolios aligned with your specific retirement timeline and risk tolerance.

As a Fee-Only firm, we never sell products or earn commissions. Our only "boss" is our clients, ensuring our advice is always 100% objective and aligned with your best interests.

Ready to stress-test your retirement plan?
Visit us at: https://www.capitalwealthgroupsc.com/
Schedule a Discovery Call: https://calendly.com/capitalwealthgroupsc/30min

Capital Wealth Group

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Capital Wealth Group

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