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Fee-Only, Fiduciary Financial Advisor in Columbia, SC. Expert retirement planning & investment management for Lexington, West Columbia, and the Midlands.
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Hex Code
Color name
RGB
HSL
CMYK
#1E6BA8
Matisse
30, 107, 168
207, 70, 39
82, 36, 0, 34
#A96C23
Desert
169, 108, 35
33, 66, 40
0, 36, 79, 34
#FFFFFF
White
255, 255, 255
0, 0, 100
0, 0, 0, 0
Capital Wealth Group, LLC is a fee-only fiduciary financial advisory firm based at 3103 Devine Street in Columbia, South Carolina. It serves families in Columbia, Lexington, West Columbia, and the wider Midlands, both locally and virtually. The firm focuses on families within ten years of retirement and small business owners, providing financial planning designed to put clients’ interests first without commissions.
Its services include retirement planning, investment management, retirement income planning, specialized tax planning, and 401(k) guidance. The firm helps clients develop sustainable income strategies, plan withdrawals, evaluate Social Security and Medicare choices, and prepare for market downturns. Investment services include evidence-based portfolio design, low-cost fund selection, tax-aware investing, and annuity analysis. Tax planning may include Roth conversion analysis, tax-return review, asset location, and strategies related to ACA and IRMAA costs, capital gains, and tax-loss harvesting. Capital Wealth Group also offers business-owner exit and tax strategies.
The firm uses RightCapital, Income Lab, and Holistiplan, and works with Charles Schwab or Altruist as custodians.
Brand industry
Finance
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How do I download the Capital Wealth Group logo?
The Capital Wealth Group logo comes in two versions: a logo and an icon. Download as transparent PNG or JPEG.
What are Capital Wealth Group's brand colors?
The Capital Wealth Group color palette uses the hex codes #1E6BA8, #A96C23 and #FFFFFF.
The Capital Wealth Group name, logos and brand assets are trademarks of Capital Wealth Group and its affiliates. Brandfetch isn't affiliated with or endorsed by Capital Wealth Group. Their use is subject to Capital Wealth Group's brand guidelines.
