Schedule Your Call
Follow Our Plan
Assure Your Legacy
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
- 401(k), pension management
Increase Your Assets 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?
We Get It – Financial Planning Can Be Difficult
Our family office diffuses confusion with simplicity and transparency providing expertise to help guide you down the journey to financial success.
Gain The Clarity And Peace Of Mind You Deserve
We’ve Helped People Just Like You Overcome Financial Stress
We Take The Uncertainties Out Of Your Financial Future
Let Our Advisors Work For You
4701 Teller Ave
Newport Beach, CA 92660
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 Balanced Security Planning, Member FINRA/SIPC, Headquartered at 4701 Teller Ave, Newport Beach, CA,92660.
Balanced Security Planning 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.