Specialties
About Me
George Jameson, CFP®, RICP®, MBA I'm a retirement-focused financial planner and investment manager based in Columbia, SC.
I founded Capital Wealth Group LLC to provide tax-efficient retirement planning and evidence-based investment management for clients aged 50 and over. As a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and fiduciary, I act solely in my clients’ best interests and do not earn commissions from financial products. I specialize in helping those nearing or in retirement develop clear, personalized plans for financial security, including guidance on investments, taxes, and long-term retirement goals. I’m a member of NAPFA, XYPN, and the Fee-Only Network. Why Work With Me Trust is essential when choosing a financial advisor. As a fee-only fiduciary, my only goal is to put your best interests first. I don’t sell products or earn commissions, and I provide independent, objective guidance to help you reach your retirement goals with confidence. I founded Capital Wealth Group to create a firm that’s specialized, transparent, comprehensive, and affordable. We serve clients aged 50 and over with flat-fee planning, taking the time to understand your unique goals and develop a tailored plan to help you achieve them. With a focus on long-term relationships and clear guidance, I help clients prepare for retirement and pursue financial freedom. Interests I enjoy family life with my wife, three kids, two dogs, and two cats. I stay active through tennis, golf, outdoor activities, and regular exercise, and I also value attending church.
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Interests & Hobbies
Ready to talk?
Always free for clients.
Credentials
RICP, CFP
Chartered Designations
What do these credentials mean?
See FINRA's official explanation →
Disclosures
CAPITAL WEALTH GROUP is an Investment Advisor registered with the State of SOUTH CAROLINA. All views, expressions, and opinions included in this communication are subject to change. This communication is not intended as an offer or solicitation to buy, hold or sell any financial instrument or investment advisory services. Any information provided has been obtained from sources considered reliable, but we do not guarantee the accuracy, or the completeness of, any description of securities, markets or developments mentioned. We may, from time to time, have a position in the securities mentioned and may execute transactions that may not be consistent with this communication's conclusions. Please contact us at 803-250-6464 if there is any change in your financial situation, needs, goals or objectives, or if you wish to initiate any restrictions on the management of the account or modify existing restrictions. Additionally, we recommend you compare any account reports from CWG with the account statements from your Custodian.