# Capital Wealth Group

- **Website:** <https://capitalwealthgroupsc.com>
- **Primary alias:** `capitalwealthgroupsc.com`

## Description

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.

## Industries

- 💰 Finance
- 💰 Financial Planning and Management _(under Finance)_

## Links

- [facebook](https://facebook.com/Capitalwealthgroup)
- [instagram](https://instagram.com/capitalwealthgroupllc)

## Logos & icons

- logo _(primary)_ — PNG — [download](https://cdn.brandfetch.io/idlKTVeudU/w/216/h/60/theme/dark/logo.png?c=1bxid64Mup7aczewSAYMX&t=1793758282315)
- icon _(primary)_ — JPEG — [download](https://cdn.brandfetch.io/idlKTVeudU/w/338/h/338/theme/dark/icon.jpeg?c=1bxid64Mup7aczewSAYMX&t=1793758282534)

## Colors

| Name | Hex | Theme |
| --- | --- | --- |
| Matisse | #1e6ba8 | accent |
| Desert | #a96c23 | dark |
| White | #ffffff | light |

## Fonts

- Arial — asset _(custom)_

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_Source: <https://brandfetch.com/capitalwealthgroupsc.com>_
_See [/llms.txt](/llms.txt) for a full list of agent-readable pages, and [/auth.md](/auth.md) for how agents authenticate._