Welcome to Our Home! We are located in beautiful Orange County, California on the border of Irvine and Newport Beach directly across from the John Wayne Airport.
We provide our clients with a broad range of professional services that are focused in the areas of personal finance, estate & gift planning, specialized tax and accounting, and business management. Our clients include affluent individuals, family owned businesses, public and private company executives, estates and trusts.
Look around our web site and let us know how we might serve you.
Filippini Wealth Management Inc - As a multifaceted group, we serve our clients with a single full-service group of companies they can turn to for all of their financial needs.
319 East Carrillo Street Suite 201, Santa Barbara, CA 93101
At Miramontes Capital, we pride ourselves in providing our clients with a first-class and customized service experience to best suit their retirement objectives.