Miramontes Capital chose Charles Schwab to be the qualified custodian to better service our individual clients, unobstructed by big firm restrictions. The better we know a client, the better we can understand their needs and desires, which enables us to communicate and perform for them. Leading to a higher likelihood of clients achieving their retirement dreams, while still young and healthy enough to enjoy them! Our 3-Step Process is straightforward: 1: Thoroughly assess your current situation 2. Review your lifestyle goals and ideal retirement 3. Create a customized investment approach to ensure you get there Our only job is to give your life meaning, whether that is spending the time w