Realize your financial dreams—transparent, fee-only advice for a secure future.
Welcome to Capital Wealth Group, LLC. I’m George Jameson, CFP®, MBA — your independent, fiduciary financial planner. I provide advice you can trust, whether you’re planning for retirement, building wealth through smart investments, or navigating complex financial decisions as a small business owner.
Together, we’ll create a personalized roadmap tailored to your life. My goal is to help you achieve clarity, confidence, and peace of mind with your finances so you can focus on what matters most—living the life you’ve worked for.
How We Help You
Investment
Managment
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Evidence-Based Portfolio Design
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Low-Cost ETF & Fund Selection
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Tax-Efficient Portfolio Rebalancing
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Custom Model Portfolio Solutions
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Retirement Income Investing
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Access to Private Equity, Private Credit, Hedge Funds for HNW
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Annuity Expertise
Retirement & Financial Planning
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401k’s, IRA’s, Roth IRA’s, Trust Oversight
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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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Retirement Income Investing
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Behavioral Coaching & Discipline
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Legacy & Estate Goal Setting
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What-If Scenario Modeling
Specialized Services
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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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Multi-Year Tax Projection Modeling
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Charitable Giving (DAF's, QCD's)
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Corporate & Business Owner Tax Strategies
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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What Our Clients Say
Trey Price, Columbia, SC
"I cannot say enough great things about George Jameson, both professionally and personally." 20+ years ago I decided to move my assets from my father’s financial advisor, over to George, and it has been one of the best decisions I have ever made. I feel that when my account was with my father’s investment company, it was usually placed on the back burner. It was basically on cruise speed, and not much was happening. When I switched over to George, I could definitely see changes. And when time came for me to file my taxes, my CPA noticed all the activity the portfolio had gone through as well. I am very satisfied with George’s abilities to handle my financial needs, and I would highly suggest others take the same steps I took. Trey Price Ace Glass Company, Inc. Services Financial planning, Retirement savings consulting, Investment advising
Heather Alexander, Wedgefield, SC
"My husband and I have been clients of George's for over 10 years. We appreciate his professionalism and" "realism". He does not push changes or investments that we are not comfortable with but also encourages us to invest for long-term gains. I am a conservative investor, and my husband is happy with more aggressive funds - George successfully helps both of us.
Dustin Melvin, Columbia, SC
"George is extremely knowledgeable and always puts my best interests first. I feel confident knowing that my" financial future is in great hands! Services Financial planning, Retirement savings consulting, Investment advising, Tax planning, Wealth management
