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Miramontes

Financial Services

With consistent review of your finances via phone conferences and one-on- one meetings, educational empowerment, and 24/7 account access, our personable approach will give you the peace of mind to enjoy your retirement, knowing that you are in the best investments suited for your risk objectives and personal goals.

About Miramontes Capital

Over the past 23 years, I have assisted more than 1,000 retirees through their retirement journeys. Recognized as a top RIA by FA Magazine in 2019, our top priority at Miramontes Capital is to assist our clients in reaching their retirement goals and achieving their most meaningful life.

Award Winning Fiduciaries

All awards and rankings may not be representative of any one client’s experience because the ranking reflects a quantitative and/or qualitative analysis of factors that may or may not include a sample of the experience of Miramontes Capital clients. The rating is not indicative of future performance. Miramontes Capital did not pay a fee to participate.

Best-In-State Wealth Advisors

The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years’ experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients.

Financial Advisor Magazine: Top Advisors

A ranking candidates are ranked by AUM of the previous year. To be eligible for FA’s rankings, firms must be registered investment advisors and provide financial planning and related services to individual clients. Firms with less than $50 million in assets will be published in an online national ranking on FA’s Web site, www.fa-mag.com

3 Times Barron’s Top Financial Advisors

Barron’s publishes four financial advisor rankings each year: The Top 100, The Top 100 Women, The Top 100 Independents and The Top 1,000, in which advisors are ranked on a state-by-state basis. The rankings are based on data provided by individual advisors and their firms. Advisor data is confirmed via regulatory databases, cross-checks with securities firms and conversations with individual advisors.

Message from Sid Miramontes, President

Over the past 23 years, I have assisted more than 1,000 retirees through their retirement journeys. Recognized as a top RIA by FA Magazine in 2016, our top priority at Miramontes Capital is to assist our clients in reaching their retirement goals and achieving their most meaningful life.Over the past 23 years, I have assisted more than 1,000 retirees through their retirement journeys. Recognized as a top RIA by FA Magazine in 2016, our top priority at Miramontes Capital is to assist our clients in reaching their retirement goals and achieving their most meaningful life.

The better we know a client, the better my team and I can understand their needs and desires, the better we can communicate and perform, and the more likely our clients are to achieve their retirement dreams.
Named a top California advisor by Forbes, our main goal is to give your life meaning, whether that is spending the time with your grandkids, vacationing in Europe, or visiting every ballpark in America.

We aim to give you financial security, which will assist in giving you the most meaningful life. Read more in my latest book: “Retirement: Your New Beginning.”

Lets Start Building Today

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