Financial Planning & Retirement Planning Services
What we Do Best
Miramontes Capital, providing retirement planning and financial services for over 25 years.
Specialties
Complete Peace Of Mind
Our award-winning track record speaks for itself, you can rest assured your financial future is in the right hands with the fiduciaries at Miramontes Capital.
Financial Planning
Regardless of a person’s financial needs and goals, our experienced team of retirement planning professionals will map out a plan that is easy to follow, easy to manage, and tailored specifically to your needs.
Investment Planning
We understand that investment planning can be a complex process and that our clients will have many questions. Our planners walk each client through the process, helping to identify goals, objectives, and needs and developing an investment plan that meets those goals.
Retirement Planning
There are many components to retirement and Miramontes Capital retirement planners are experts in each of their specific fields of expertise. Our team, comprised of award-winning talent is here to guide you through the process of creating your long term financial objectives. We specialize in creating custom retirement plans that cater to your specific needs and retirement goals.
Tax Planning
Taxes don’t stop when your paycheck does. Tapping your retirement nest egg comes with all sorts of new rules and opportunities. When you retire, your life changes in many ways — and so do your finances.
Estate Planning & Trust
With the experience of our Trust & Estate Planning attorneys, clients of Miramontes Capital can help ensure financial stability for their loved ones long after they’re gone.
Process
Our Client First Process
Research & Analysis
We compare your retirement planning situation to 10,000 others to show what percentage of the 10,000 will make it with a similar situation that you have.
Roadmap planning
With your specific retirement goals and unique needs in mind, thousands of hours of research & decades of experience are used to craft a retirement portfolio that will carry you into the retirement of your dreams.
Execute & Monitor
Backed by years of experience customizing plans that work best to suit your goals. With monthly meetings, you are never in the dark.
From Our Founder
Make Your Own Opportunities
You must take into consideration what the market is expected to do in the next 10, 20, 30 years and also decide on your individual risk tolerance over the long term retirement planning phase to address, Assets, Income, Expenses, Debt, Major Purchases, Future Inheritance, Long Term Care, Inflation.
Get In Touch
Corporate Office:
620 Newport Center Dr Suite 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