About Miramontes Capital

Our team

 

Expect more with Miramontes Capital, monthly one-on-one meetings, provide educational empowerment, and 24/7 account access.

01. Communication

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

02. 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.

03. Veteran Fiduciaries

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

Miramontes Capital 

A Team Of Professionals

Mel Galloway | Miramontes Capital Newport Beach

Mel Galloway

Financial Anlayst Manager, Miramontes Capital

Ariana Mangum| Miramontes Capital Newport Beach

Ariana Mangum

Wealth Advisor, Miramontes Capital

Jon Pinckney | Miramontes Capital Newport Beach

Jon Pinckney

Senior Financial Advisor, Miramontes Capital

Helmut Garcia | Miramontes Capital Newport Beach

Helmut Garcia

Wealth Advisor, Miramontes Capital

Michael Remington | Miramontes Capital Newport Beach

Michael Remington

Senior Financial Advisor, Miramontes Capital

Tom Gaither | Miramontes Capital Newport Beach

Tom Gaither

Investor Relations, Miramontes Capital

Teresa Cortes | Miramontes Capital Newport Beach

Sean Dailey

Director of Communications, Miramontes Capital

Yvette Wright | Miramontes Capital Newport Beach

Yvette Wright

Wealth Planning Manager, Miramontes Capital

Features

What We Do Best

Financial Planning

Creating customized rock-solid financial plans tailored to you.

Retirement Planning

Our cornerstone service, it all begins with the correct plan.

Investment Planning

Created around your current assets and risk factors.

Tax Planning

Often overlooked but this is critical in long term preparation for retirement.

Trust and Estate

Creating legacies one portfolio at a time, our specialty.

Long Term Care

You will need proper guidance to prepare for this in retirement.

Get In Touch

Corporate Office:

620 Newport Center Dr. # 650

Newport Beach, CA 92660 

PHONE: 800-460-1595

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