Miramontes Capital

Financial ServicesCalifornia, United States11-50 Employees

Miramontes Capital is a financial services firm based in Newport Beach, California, offering a range of planning and advisory services aimed at individuals, families, and business owners. The company emphasizes retirement planning, investment management, insurance, tax strategies, and estate and legal planning, along with lending options and 1032 exchanges, to support comprehensive financial plans for its clients. It also provides services for independent advisors through a hybrid model that combines registered investment adviser (RIA) structures with back-office, compliance, and technology support, enabling advisors to maintain their own practice while leveraging Miramontes Capital’s infrastructure. As a registered investment adviser, the firm operates with a client-centric approach that includes a mixture of advisory services and broker-dealer support, with an emphasis on timely sales ideas and potential succession planning opportunities. The organization positions itself as a connector of resources and services designed to help clients protect and grow their financial futures, while offering advisory partners access to a scalable, high-touch service model.

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