Reimagining Your Family Office

Serving all your financial needs at the highest level.

Reimagining Your Family Office

Serving all your financial needs at the highest level.

Reimagining Your Family Office

Serving all your financial needs at the highest level.

Portfolio Management

Wealth Planning

Retirement Planning

Tax Planning

1031 Exchanges

Hedge Funds

REITS

Private Placement

Long Term Care Insurance

Life Insurance

Personal Lines

Commercial Lines

Portfolio Management

Wealth Planning

Retirement Planning

Tax Planning

1031 Exchanges

Hedge Funds

REITS

Private Placement

Long Term Care Insurance

Life Insurance

Personal Lines

Commercial Lines

We’ve helped people just like you.

retirement couple

Families who need a plan that will provide financial security to their loved ones.

For the business professional

Business professionals who need a roadmap to secure the legacy they worked hard to build.

happy in retirement

Individuals who need a retirement plan that can provide for their future goals and unexpected needs.

hard working professional

Utility & Defense professionals eager to retire yet unsure if they are financially ready to.

Gain clarity and peace of mind.

Eliminate fear and confusion.

Gain confidence & security by developing a retirement plan for you.

Leave a legacy behind.

With a comprehensive plan and communication, you will have peace of mind knowing that you are on track.

Take control of your future.

Learn how your retirement savings could provide opportunities to generate income in retirement.

Uncertainties with investing  can be overwhelming

Fiduciaries Orange County

At Miramontes Capital, we can help.

We have retired thousands just like you

Award-winning fiduciary

Rated Forbes top 30

Our 3-Step Retirement Roadmap

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1 - Schedule a Call

In just 10 minutes, we’ll listen to your retirement goals and outline the right next steps.

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2 - Design Your Plan

Together, we’ll customize a financial plan to help you achieve your retirement dreams.

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3 - The Future You Deserve

With the right plan, and regular optimizing, you’ll be on the road to the best years of your life.

Family Office Services

Simplicity & Transparency.

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PORTFOLIO

Differentiating Strategies for Tax-Efficient Portfolio

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TAX

Proactive Solutions to Maximize Exposer 

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LEGAL

Legal counsel guidance to help protect your family

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PLANNING

Sophisticated wealth strategies customized for you

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INSURANCE

Protecting your family, property, and business

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1031 EXCHANGES

Minimize taxes while diversifying within real estate

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ALTERNATIVE INVESTMENTS

 A-rated alternative investments to diversify your portfolio.

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LIFE & LONG TERM CARE

Make plans now to prepare for future needs 

A full suite of services, that puts the focus on you. With innovation and technology, our goal is to save you time and money.

Full Suite

Boutique family office services and investment solutions aligned with your best interests.

Technology

Leveraging technology and aggregated reporting to provide a fully-integrated view of your wealth picture.

Safety

Helping protect assets with third-party custodians and independence from any bank or broker-dealer.

Retirement Shouldn’t Be Difficult

MIRAMONTES CAPITAL

CORPORATE 
620 Newport Center Dr. Suite 650
Newport Beach, CA 92660

Office: 800.460.1595
Fax: 928.237.3399

Email: Info@miramontescapital.com

Miramontes Capital is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Miramontes Capital and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Miramontes Capital unless a client service agreement is in place.
Securities offered through Purshe Kaplan Sterling Investments, Member 
FINRA/SIPC, Headquartered at 18 Corporate Woods Blvd., Albany, NY 12211
Purshe Kaplan Sterling Investments and Miramontes Capital are not affiliated companies NOT FDIC INSURED. NOT BANK GUARANTEED. MAY LOSE VALUE, INCLUDING LOSS OF PRINCIPAL. NOT INSURED BY ANY STATE OR FEDERAL AGENCY. 
@ Miramontes Capital | LEGAL INFORMATION