Miramontes Named 2018 Best-In-State Wealth Advisors By Forbes

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Sid Miramontes named 2018 Best-In-State Wealth Advisors by Forbes

Sid Miramontes, CEO and founder of Miramontes Capital, was named one of Forbes’ 2018 Best-In-State Wealth Advisors. Miramontes is well known for motivating investors to manage their retirement assets by holding multiple seminars each month and delivering informative newsletters and videos that spotlight industry trends and issues such as increasing investing overseas, navigating today’s volatile market and hot topics like cryptocurrency. As a result, he’s attracted a loyal following and continues to grow the firm’s customer base.

“Being recognized by Forbes illustrates the delivery of our promise to be ahead of the curve in financial planning as well as our commitment to getting retirees to become active participants in their investment strategy,” Miramontes noted.

The ranking was developed by SHOOK Research and is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person interviews, and quantitative data.

Those advisors that are considered have a minimum of seven years’ experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their market sector and approach to working with clients.

About Miramontes Capital:

Based in Orange County, Calif., Miramontes Capital provides concierge advisory services and financial guidance to individuals making the transition into retirement. The company is an independent registered investment advisor (RIA) founded with the mission to always guide, lead and support clients to achieve meaningful life goals. Clients receive personalized investment strategy, considering each client’s unique values and objectives.

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Paulo Acuna
Olmstead Williams Communications
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