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Creating Legacies

Miramontes Capital

Our personable approach will give you the peace of mind to enjoy your retirement, knowing that you are in the best investments suited for your risk objectives and personal goals..

Retirement Planning

There are many components that go into a retirement plan. Miramontes Capital and our talented team of planning professionals have many years of experience in this aspect of financial planning, giving us the ability to create a retirement plan designed with your specific goals and desires in mind

Financial 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.

Investment Planning

Developing customized plans that work for current needs as well as future financial objectives. 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.

Tax Planning

There are many components that go into a retirement plan. Miramontes Capital and our talented team of planning professionals have many years of experience in this aspect of financial planning, giving us the ability to create a retirement plan designed with your specific goals and desires in mind

Long Term Care and Life Insurance

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.

Trust and 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.

What you can expect from us.

With consistent review of your finances via phone conferences and one-on- one meetings, educational empowerment, and 24/7 account access. Our personable approach will give you the peace of mind to enjoy your retirement, knowing that you are in the best investments suited for your risk objectives and personal goals.

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Constant Communication

It’s unheard of in our industry, but our clients get a call from us every 30-45 days for their portfolio review.

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Constant Analysis

We cover the 5 parts to retirement planning (investment planning, financial planning, life insurance and long term care, trust and estate planning, tax planning.

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Insightful Approach

We are the financial sector specialist. We look for sectors in the markets that are discounted to the overall market by 5%.

Your Financial Future

There are many components that go into a retirement plan. Miramontes Capital and our talented team of planning professionals have many years of experience in this aspect of financial planning, giving us the ability to create a retirement plan designed with your specific goals and desires in mind.

During the process of creating a retirement plan that works for your own goals, we will help you identify options available to you and provide the guidance you need to make smart financial decisions. Retirement planning can include:

  • Establishing and funding retirement savings plans such as Traditional or Roth IRAs, employer-sponsored 401(k) plans, or pension plans.
  • Creating a long-range plan for investments designed with your retirement goals in mind. Investments can include real estate, stocks and bonds, and brokerage accounts, just to name a few of the many choices.
  • Exploring tax-advantaged and tax-deferred strategies to help protect your hard-earned assets now and into the future.
  • Analyzing your future needs, such as educational expenses for loved ones, a future home purchase, or projected medical expenses, then designing a plan that ensures finances will be ready when you need them.

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