About Miramontes Capital

Over the past 23 years, Miramontes has assisted thousands of retirees through their retirement journeys. Recognized as a top RIA by FA Magazine in 2018, our top priority at Miramontes Capital is to assist our clients in reaching their retirement goals.

What You Can Expect From Us

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 right investments suited for your risk objectives and personal goals.

Constant Communication

It’s unheard of in our industry, but our clients get a call from us every 30-45 days for their portfolio review.

Constant Analysis

We cover the 5 parts to retirement planning (investment planning, financial planning, life insurance and long term care, trust and estate planning, tax planning).

One-On-One Approach

We are the financial sector specialist. We look for sectors in the markets that are discounted to the overall market by 5% that suit your needs.

Sid Miramontes, Founder

“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 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.”

Team Leaders

Call today and speak directly with one of our Feduciary Experts, Call Now  800.460.1595

Retirement Planning

The talented financial professionals at Miramontes Capital work directly with each client, developing the right plan for each person’s specific needs and desires. We know that many financial concepts are complex – our team excels at breaking down these concepts into easy-to-understand language. The result is a custom-tailored plan that makes sense for you and for your loved ones.

Long Term Care and Life Insurance

When planning for retirement, it is important to understand that taxes don’t stop when our paychecks do. Taxes can impact our retirement finances, even after we’re gone. To ensure a stable financial future for you and for your loved ones, tax planning represents a critical part of the retirement planning process. At Miramontes Capital, our tax planning experts can help you develop a plan that meets your needs and goals perfectly.

Financial Planning

The talented financial professionals at Miramontes Capital work directly with each client, developing the right plan for each person’s specific needs and desires. We know that many financial concepts are complex – our team excels at breaking down these concepts into easy-to-understand language. The result is a custom-tailored plan that makes sense for you and for your loved ones.

Trust & Estate Planning

Our experienced retirement planning professionals at Miramontes Capital are ready to help with comprehensive trust and estate planning services. With our help, you can take charge of your assets, setting a course for a stable financial future for you and your loved ones.

Investment Planning

One of the primary components is the concept of investment planning, or the development of an investment roadmap that helps you meet short- and long-term financial goals. The investment planning professionals at Miramontes Capital can help with this crucial part of the retirement planning process.

Tax Planning

When planning for retirement, it is important to understand that taxes don’t stop when our paychecks do. Taxes can impact our retirement finances, even after we’re gone. To ensure a stable financial future for you and for your loved ones, tax planning represents a critical part of the retirement planning process. At Miramontes Capital, our tax planning experts can help you develop a plan that meets your needs and goals perfectly.

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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