George Jameson, CFP®, MBA
Hello,
I'm George Jameson, a retirement-focused financial planner and investment manager. After beginning my career at Morgan Stanley and a large independent advisory firm, I founded Capital Wealth Group LLC with the aim of offering tax-efficient retirement planning and evidence-based investment management. As a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and fiduciary, I'm obligated to act in my clients' best interests at all times and do not sell financial products for commissions.
My ideal clients are those who are serious about retirement or already retired and need an expert to guide them. I work with clients in person in Columbia, SC, Charleston, SC, Greenville, SC, and Charlotte, NC, as well as virtually nationwide.
I'm a member of NAPFA (National Association of Personal Financial Advisors), XYPN (XY Planning Network), and the Fee-Only Network. Additionally, I hold the designation of Certified Financial Planner Professional (CFP®). Click on the links to view my profiles.
Why I Started My Own RIA Firm
I wanted to create a different type of financial planning firm: one that was specialized, comprehensive, transparent, and affordable. Until, now this type of firm did not exist in my area.
At Capital Wealth Group, we are committed to providing specialized, comprehensive, transparent, and affordable retirement planning and investment management services to those aged 50 and over, for a flat-fee.
We take the time to understand our clients' goals and objectives, so we can develop a tailored plan to help them achieve their goals. We understand that retirement planning is a long-term process, and our unique focus on this allows us to fill an important need in the market for fiduciary-based services that never charge commissions and offer flat, affordable fees.
We provide a personalized approach, taking the time to understand our clients' goals and objectives before developing a tailored plan to achieve them. With our commitment to quality service and trustworthiness, we are dedicated to helping our clients prepare for their retirement and achieve financial freedom.
Why Work With Me
When you choose a financial advisor, trust matters. That’s why I want to be upfront about my approach.
I serve clients as a fee-only, fiduciary financial planner — which means my only job is to put your best interests first. I don’t sell products or take commissions. My role is to provide independent, objective guidance designed to help you reach your goals with confidence.
I specialize in retirement planning, helping clients of all ages build a secure financial future. I also provide guidance on investments, tax strategies, and other financial projects to meet your unique goals.
If you’d like to learn more about how I work, I invite you to schedule a no-pressure conversation so you can see for yourself how I help people plan for their retirement with clarity and confidence.
Personal Life
I currently live in Columbia, SC with my wife Elizabeth, three kids, two dogs, and two cats. When I’m not working, I enjoy spending time with my family and friends, playing tennis, and attending Eastminster Presbyterian Church.
A Note on BrokerCheck
A prior client dispute appears on BrokerCheck from my time at a former firm. I was not the portfolio manager for the account, and the client was fully reimbursed — in fact, the outcome was better than if the trades had been placed as originally requested.
I include this simply because transparency matters. My focus today is serving clients as a fee-only fiduciary, putting your interests first, and providing retirement planning with integrity and care.