Miramontes Capital Employee Directory
Financial ServicesUnited States11-50 Employees
For more than 25 years, Miramontes Capital has been protecting and growing financial futures for thousands of families, individuals, and business owners. We make smart decisions and provide guidance and resources you need for a complete, confident financial plan. SOLUTIONS FOR INDIVIDUALS: • Retirement planning • Investment management • Life and long-term care • Legal and estate planning • 1032 exchanges • Lending • Insurance • Tax strategies SOLUTIONS FOR INDEPENDENT ADVISORS: Miramontes Capital offers concierge advisory and broker dealer services integrated with speed, efficiency, and high-touch personal service. Advisors can partner with us on any level of engagement through our powerful triad of financial services: MIRAMONTES CAPITAL • Hybrid model RIA services with compliance, back-office and technology support • Maintain your own ADV and we cover billing and compliance ALL-INCLUSIVE INSURANCE SERVICES • Advisor-owned IMO • We’ll share timely and effective sales ideas BALANCED SECURITY PLANNING • Broker dealer services • Assistance with succession planning and open to acquiring your book if the opportunity presents itself We can provide you with exceptional sales support, investment management, back office and technology support. They’re your clients, you’re in control, and you always call the shots. 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.
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