Capital Wealth Group

At Capital Wealth Group, we specialize in comprehensive retirement planning and investment management services for clients aged 50 and over, for a flat fee.  We actively listen to our clients and help them make smart financial decisions that are tailored to their individual goals.  Capital Wealth is dedicated to providing our clients with the highest quality of service and takes pride in helping them transition into retirement with confidence, clarity, and peace of mind, so that they can fully enjoy their retirement years.  

As Fiduciaries, we have the obligation to always put our clients' interest ahead of our own. We do not sell financial products or take commissions.

Our clients' assets are held at custodian, Charles Schwab & Co., Inc. 

Capital Wealth is located at 3103 Devine St., Columbia, Sc 29205, and can be reached at 803-250-6464. Our website is https://capitalwealthplan.com/.