Our mission is to assist you, our clients, in the accumulation of wealth for all life’s goals as well as the preservation and growth of the wealth for future generations. We accomplish our mission by developing relationships with you and working together to achieve your financial objectives. In keeping your interest first and foremost, we provide straightforward, unbiased financial advice and a strategic approach to investment management.
Unbiased Financial Advice With A Strategic Approach
Our mission is to assist you, our clients, in the accumulation of wealth for all life’s goals as well as the preservation and growth of the wealth for future generations. We accomplish our mission by developing relationships with you and working together to achieve your financial objectives. In keeping your interest first and foremost, we provide straightforward, unbiased financial advice and a strategic approach to investment management.
We Serve A Select Group Of Clients
We provide a comprehensive array of financial planning and wealth management services to individuals, business owners, and retirees. Our company’s primary objective is to meet the financial needs of our clients by providing active portfolio management, retirement plans, insurance plans, and financial planning services.
Retirees
You spent much of your life planning for your financial security. We will work with you to create a retirement plan and structure an investment strategy designed to support the lifestyle you desire.
Business Owners
Managing your company’s 401k program can seem complicated, but Capital Wealth Management Group, LLC can provide support. Our time-tested benefit strategies will work towards leaving your employees in good standing.
Working Professionals
Your financial success is the very reason that we are here. Making it personal means that we take the time to understand your unique circumstances, responsibilities, and risk tolerance levels. We can craft a personal investment strategy designed with the goal to help get you there – and more importantly to keep you there.
Dave Ramsey Fans
We are proud members of the Ramsey SmartVestor program and have supported many fans with their efforts to take control of their finances and plan for the future. We can help you decide which mutual funds are right for you, show you how to make the most of your investments, and help you create a plan to reach your retirement goals.
We Serve A Select Group Of Clients
We provide a comprehensive array of financial planning and wealth management services to individuals, business owners, and retirees. Our company’s primary objective is to meet the financial needs of our clients by providing active portfolio management, retirement plans, insurance plans, and financial planning services.
Retirees
You spent much of your life planning for your financial security. We will work with you to create a retirement plan and structure an investment strategy designed to support the lifestyle you desire.
Working Professionals
Your financial success is the very reason that we are here. Making it personal means that we take the time to understand your unique circumstances, responsibilities, and risk tolerance levels. We can craft a personal investment strategy designed with the goal to help get you there – and more importantly to keep you there.
Business Owners
Managing your company’s 401k program can seem complicated, but Capital Wealth Management Group, LLC can provide support. Our time-tested benefit strategies will work towards leaving your employees in good standing.
Dave Ramsey Fans
We are proud members of the Ramsey SmartVestor program and have supported many fans with their efforts to take control of their finances and plan for the future. We can help you decide which mutual funds are right for you, show you how to make the most of your investments, and help you create a plan to reach your retirement goals.
Our Services
Capital Wealth Management Group, LLC is a full-service financial planning firm. Our advisors act in a fiduciary capacity.
- Asset management
- Education planning
- Retirement planning
- Accounting and tax planning
- Estate planning
- Insurance and risk management
- Retirement Plans
- Tax Planning
- Estate Plans
- Legacy planning
- Insurance Services
- Long-term Care Insurance
- Investment Strategies
- Retirement Plan Designs – including 401K, Benefit Plans, Profit Sharing
- Business Structure
- Retirement Planning
- Tax Planning Strategies
- Hybrid Insurance Plans
- Business Continuation
Our Services
Capital Wealth Management Group, LLC is a full-service financial planning firm. Our advisors act in a fiduciary capacity.
- Asset management
- Education planning
- Retirement planning
- Accounting and tax planning
- Estate planning
- Insurance and risk management
- Retirement Plans
- Tax Planning
- Estate Plans
- Legacy planning
- Insurance Services
- Long-term Care Insurance
- Investment Strategies
- Retirement Plan Designs – including 401K, Benefit Plans, Profit Sharing
- Business Structure
- Retirement Planning
- Tax Planning Strategies
- Hybrid Insurance Plans
- Business Continuation
Interested In Getting More Information Or Discussing Further?
Visit
1200 Brookstone Centre
Parkway, Suite 101
Columbus, GA 31904
Call
Office: 706.596.8699
Fax: 706.596.8678
Interested In Getting More Information Or Discussing Further?
Visit
1200 Brookstone Centre
Parkway, Suite 101
Columbus, GA 31904
Call
Office: 706.596.8699
Fax: 706.596.8678
