At Miramar Capital, we are a fiduciary and know the financial worries that keep investors up at night. That’s why our goal is simple — earn your trust and provide you with peace of mind. With over 60 years of combined experience managing investment portfolios for private clients, trusts, corporations, endowments and foundations, we distinguish ourselves from the pack through the depth of our knowledge and dedication to our clients’ success. We make all of our security selections and investment recommendations based on our proprietary research; and custom-tailor every portfolio to align with our clients’ unique goals and financial situation. Miramar strongly believes in the power of dividend and tax-efficient investing with long-term investment horizons.
To provide personalized portfolio management services to individuals, families, endowments, corporations and retirement plans
Miramar Capital, LLC is an independent, privately held SEC Registered Investment Advisory firm
We empower our clients with powerful technologies that create line-of-site visibility to their investments and provide them with comprehensive tools
Comprehensive Financial Solutions
Our success is measured by two major factors: how well we achieve our clients’ financial goals, and whether we instill the confidence needed for them to “sleep at night” knowing their investments are being professionally managed.
Our custodial relationships provide clients with access to the most highly competitive lending institutions. Additionally, they have the security of knowing that their assets are being custodied at the best known and trusted third party institutions.
We custom tailor financial plans to meet the individualized needs of our clients and provide them with on-demand access to their financial picture. Through our eMoney portal, our clients have one place to monitor account activity, track progress toward goals, evaluate spending and much more.
Miramar’s Max Wasserman In the News
Visit our Video Center to watch our latest vlog or view one of Max Wasserman’s and Bob Kalman’s interviews.
Complimentary Portfolio Review
We don’t try to be all things to all people. Rather, we specialize in helping high net worth investors accomplish their goals and enhance their financial independence. Our focus is on constructing and managing custom-tailored plans and portfolios for our clients that meet their unique needs.
If you are looking for a new perspective on your current financial situation or investment portfolio, we welcome the opportunity to discuss how we can provide you with a complimentary, no obligation portfolio review and planning consultation.