Miramontes Capital, located in Newport Beach, CA, is a wealth management firm with over 25 years of experience in financial planning. They specialize in providing high-touch services such as estate planning, tax strategies, and investment management to individuals, families, business owners, medical professionals, and CPAs.
Their team at Miramontes Capital offers personalized financial solutions tailored to each client's unique needs and goals. Whether you are planning for retirement, growing your wealth, or protecting your assets, they provide guidance and resources to help you achieve financial success and peace of mind.
With a focus on client education and accountability, Miramontes Capital goes beyond the standard advisory services by offering regular portfolio reviews, customized investment plans, and comprehensive communication to keep clients informed of market trends and opportunities. They aim to simplify the financial planning process and empower clients to make smart decisions for their financial future.
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