Attend Our FREE Webinar – Wealth and Retirement Planning After Covid-19
Sign Up For Our Coronavirus Financial Market Webinar, Learn What You Need To Do To Protect Your Assets In This Volatile Market. Hosted by a Forbes rated Best in State Advisor. Webinar Length is only 17 minutes!
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Our Awards
5 Times Barron’s Top Advisors
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.
Ranking Methodology
The formula Barron’s uses to rank advisors is proprietary. It has three major components: assets managed, revenue produced and quality of practice. Investment returns are not a component of the rankings because an advisor’s returns are dictated largely by the risk tolerance of clients. The quality-of-practice component includes an evaluation of each advisor’s regulatory record.
FORBES 2020 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. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes or SHOOK receive a fee in exchange for rankings. For the full list and more, visit: https://www.forbes.com/best-in-state-wealth-advisors. Advisors can complete a survey for upcoming rankings at www.SHOOKresearch.com.
Financial Advisor Magazine 2019 Top Advisors
According to Financial Advisor Magazine: RIA 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
All awards: 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.
Retirement Planning Webinar Specifically Design for Market Volatility
Most Common Concerns We Address:
- I thought I was invested conservatively or in a diversified portfolio, but now I’m 15-20% or more down.
- I thought I was on autopilot headed into retirement. Now I’m not so sure. How do I address this type of volatility in the future, and what can I do to recover lost ground?
- What do I do now? We ask those folks, what’s in your documented plan? Sadly, many don’t have one. So, they feel like they are flying blind.
Webinars Broach All These Subjects and more.
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.
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.
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.
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.
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.
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.
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