Reimagining Your Family Office
Family Office
Portfolio Management
Alternative Investments
Insurance
Portfolio Management
Alternative Investments
Insurance
We’ve helped people just like you.
Families who need a plan that will provide financial security to their loved ones.
Business professionals who need a roadmap to secure the legacy they worked hard to build.
Individuals who need a retirement plan that can provide for their future goals and unexpected needs.
Utility & Defense professionals eager to retire yet unsure if they are financially ready to.
Gain clarity and peace of mind.
Eliminate fear and confusion.
Gain confidence & security by developing a retirement plan for you.
Leave a legacy behind.
With a comprehensive plan and communication, you will have peace of mind knowing that you are on track.
Take control of your future.
Learn how your retirement savings could provide opportunities to generate income in retirement.
Uncertainties with investing can be overwhelming
At Miramontes Capital, we can help.
We have retired thousands just like you
Award-winning fiduciary
Rated Forbes top 30
Our 3-Step Retirement Roadmap
1 - Schedule a Call
In just 10 minutes, we’ll listen to your retirement goals and outline the right next steps.
1 - Design Your Plan
Together, we’ll customize a financial plan to help you achieve your retirement dreams.
3 - The Future You Deserve
With the right plan, and regular optimizing, you’ll be on the road to the best years of your life.
Family Office Services
Simplicity & Transparency.
PORTFOLIO
Differentiating Strategies for Tax-Efficient Portfolio
TAX
Proactive Solutions to Maximize Exposer
LEGAL
Legal counsel guidance to help protect your family
PLANNING
Sophisticated wealth strategies customized for you
INSURANCE
Protecting your family, property, and business
1031 EXCHANGES
Minimize taxes while diversifying within real estate
ALTERNATIVE INVESTMENTS
A-rated alternative investments to diversify your portfolio.
LIFE & LONG TERM CARE
Make plans now to prepare for future needs
A full suite of services, that puts the focus on you. With innovation and technology, our goal is to save you time and money.
Full Suite
Boutique family office services and investment solutions aligned with your best interests.
Technology
Leveraging technology and aggregated reporting to provide a fully-integrated view of your wealth picture.
Safety
Helping protect assets with third-party custodians and independence from any bank or broker-dealer.
Retirement Shouldn’t Be Difficult
MIRAMONTES CAPITAL
CORPORATE
620 Newport Center Dr. Suite 650
Newport Beach, CA 92660
Office: 800.460.1595
Fax: 928.237.3399
Email: Info@miramontescapital.com
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