CONSIDER US YOUR CHIEF INVESTMENT OFFICER.
Take Your First Step Today!
HEADLINES FOR MAY 5-9, 2025
― Earnings High Season: 1,800 Reporting
― Fed Unlikely to Cut Rate
― Data Shows Robust Services Industry
HEADLINES FOR MAY 5-9, 2025
― Earnings High Season: 1,800 Reporting
― Fed Unlikely to Cut Rate
― Data Shows Robust Services Industry
YOUR ONE-STOP, HIGH-TOUCH, WEALTH MANAGING, ESTATE PLANNING, TAX STRATEGIZING, INSURANCE PROVIDING, BROKER DEALER, SOPHISTICATED INVESTMENT SHOP.
When you entrust your financial legacy to Miramontes Capital, you’re placing it in experienced, capable hands. We’ve been making smart financial decisions for more than 25 years, protecting and growing financial futures for thousands of families, individuals, and business owners.
THE KINDS OF PEOPLE WE WORK FOR
People Thinking About Retirement, Retirees
Whether you are thinking about retirement, close to it, or already retired, we have helped guide thousands of people to succesful retirements through concierge advisory services and financial expertise.
Business Owners
As a business owner, it’s important to be able to depend on people who understand where you’re coming from and can offer a well-established network of services and support. That’s exactly what you get with Miramontes Capital.
Medical Professionals
Physicians often face complex financial situations due to their demanding careers, multiple income streams, and debts acquired during their rigorous education. Our help had allowed many medical professionals to concentrate on what they do best.
CPAs
You know taxes. We know how to minimize them and optimize your situation while adhering to complex, constantly-changing regulations. Whether you’re starting a new business, investing, or expanding, we offer tailored guidance for your unique needs.
The Guidance and Resources You Need for a Complete, Confident Financial Plan
Retirement Planning
Providing solutions for your income needs
Investment Management
Strategic solutions for your financial growth needs
Life & Long-Term Care
Make plans now to prepare for your future needs
Legal & Estate Planning
Legal guidance to help protect your family
1032 Exchange
Tax-efficient investments for portfolio diversity
Lending
Diverse lending options with competitive rates
Insurance
Protect your family, property, and business
Tax Strategies
Solutions to minimize tax exposure
We Get It – Financial Planning Can Be Difficult
Our family office replaces confusion with simplicity and transparency, providing expertise to help guide you down the journey to financial success. Our advice is unbiased and transparent. Our goal is to enhance your financial and lifestyle freedom, allowing you to indulge in what brings you joy.
Our dedicated team will present a variety of custom curated portfolio options to help reach your financial goals and clarify any questions or concerns you may have. You choose the way forward. We’ll be right beside you.
SCHEDULE
a call. It takes about 20 minutes and it’s free.
FOLLOW
our plan. We’ll stay with you every step of the way.
ENJOY
your retirement, knowing you have plans in place for any unexpected surprises.
Schedule a Free 20-Minute Consultation Now
Get started by getting to know us with a 20 minute call. It’s simple, effortless, and free and comes with absolutely no obligations.
Schedule a Free 20-Minute Consultation Now
Get started by getting to know us with a 20 minute call. It’s simple, effortless, and free and comes with absolutely no obligations.
Experience The Miramontes Difference
Client Education, Encouragement, and Accountability
We know you’re smart. You’ve made a lot of smart decisions to get you where you are. We’re dedicated to making smart decisions for you. We explain every route to take you to your next level of financial freedom and we’re with you all the way, offering encouragement, guidance, and help to hold you accountable for your future.
Personal Portfolio Review Every 30-45 Days
At Miramontes Capital, we go above and beyond the standard yearly check-in most advisors and their clients settle for. We believe in personal, comprehensive, and comprehendible communication on a regular basis to keep you informed of current market trends and opportunities for your portfolio.
Investments Based on Your Needs, Concerns & Situations
Miramontes Capital offers individualized plans and services based on your specific needs, including retirement planning, investments, financial planning, life insurance and long-term care. We also have a team of trust attorneys that handle estate plans and CPAs to handle specific financial investments. Once we understand your needs and goals, we’ll present you with a variety of portfolio options and go over the ins and outs of each. The final choice, of course, will be up to to you.
Customized Plans for Every Stage of Your Life
No matter where you are in life, our advisors will help you craft a financial plan to enjoy today and protect tomorrow. Whether you’re a business owner, years from retirement, close to retirement, or already retired, we’ll work with you to protect and grow what you have already achieved, and help get you where you want to go.
The Step-By-Step Miramontes Process
It's Time to Take Control of Your Retirement
Schedule your free 20-minute discovery call and give us the opportunity to start building your trust and laying the plans for your financial future.
It's Time to Take Control of Your Retirement
Schedule your free 20-minute discovery call and give us the opportunity to start building your trust and laying the plans for your financial future.