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Fiduciary Investment Management 
&
Retirement Planning Services 
 

Financial Advisor in Columbia, SC — Fiduciary Investment Management & Retirement Planning

 

At Capital Wealth Group, we’re a fee-only financial advisor in Columbia, SC, specializing in retirement planning and fiduciary investment management for individuals and couples who want to retire with confidence.

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We help you simplify your financial life, reduce taxes, and create a clear, sustainable plan for income throughout retirement. As a fiduciary, we’re legally bound to put your best interests first — always providing transparent advice, not product sales or commissions.

 

 

A Better Approach to Retirement Planning

 

Most people approaching retirement feel uncertain about how to turn their savings into steady income. That’s where we come in. Our process brings together:

  • Retirement Income Planning — Develop a reliable income stream for life after work.

  • Investment Management — A disciplined, diversified approach designed to balance growth and risk.

  • Tax & Roth Conversion Strategies — Optimize your retirement income by reducing taxes over time.

  • Distribution & Withdrawal Planning — Confidently draw income while protecting principal.

  • Ongoing Portfolio Rebalancing & Tax-Loss Harvesting — Keep your investments aligned and tax-efficient.

 

Our goal is to help you make smart, coordinated decisions — so you can enjoy more confidence and clarity throughout retirement.

 

 

Why Work With a Fee-Only Fiduciary Advisor?

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Unlike many financial advisors who earn commissions, we’re fee-only fiduciaries. That means you’ll always know exactly what you’re paying and what you’re getting — with no hidden costs or sales pressure.

 

We don’t charge high “assets under management” fees, so you keep more of your hard-earned money while still getting the professional guidance you deserve.

 

 

Your Path to a Confident Retirement

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Successful retirement planning isn’t about chasing returns — it’s about having a clear plan that connects your money to your goals, values, and lifestyle.

 

At Capital Wealth Group, we’re committed to providing honest advice, fair fees, and personalized planning that helps you achieve clarity and peace of mind in retirement.

 

Retirement Planning + Tax Planning + Distribution Planning + Strategic Investing + Diversification + Low Fees = Clarity, Confidence & Retirement Success

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