Secure Your Practice. Leave a Legacy.
We take your financial health as seriously as you take the health of your patients. Take Your First Steps Today!
Are your finances overdue for a check-up?
Miramontes Capital has decades of experience understanding and assisting medical professionals with their financial planning and needs. And while our business certainly isn’t a matter of life and death, we understand the pressures you face in order to make your practice a success. The last thing you want to worry about is that your investments aren’t protected and growing. That’s where we come in.
The Guidance You Need for a Successful Practice and a Confident Financial Future
- On-staff CPAs for all your tax and accounting services
- Solve issues you may have with your investment portfolio or portfolio manager
- Direct access to your portfolio manager
- Guide you a successful retirement and help you stay retired
- Diversify your portfolio with alternative investments, real estate, private placements, and insurance products
- If you own your practice, we can help with financial planning and commercial lines
- Management of your 401(k) or pension plans
It's Time to Take Care of Yourself
Schedule your free 20-minute discovery call and give us the opportunity to start building your trust and laying the plans for your financial future.
It's Time to Take Care of Yourself
Schedule your free 20-minute discovery call and give us the opportunity to start building your trust and laying the plans for your financial future.
Increase Your Assets and Grow Your Business With Confidency and Diversity
- Are you looking for investments outside of the typical stocks and bonds portfolio?
- Do you have interest in real estate?
- Are you looking for tax-efficient investments?
- Do you want to protect your assets?
- Do you want to build a legacy?
Take a 20-Minute Financial Health Check
Schedule your free 20-minute discovery call and give us the opportunity to start building your trust and laying the plans for your financial future.
Take a 20-Minute Financial Health Check
Schedule your free 20-minute discovery call and give us the opportunity to start building your trust and laying the plans for your financial future.