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%
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