High Net Worth

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Our team has a long history of providing trustworthy financial planning and investment advice in the Tri-Valley.

Mirador’s actively managed strategies date back to 1980. We operate similar to a family office with full financial planning at no charge to our clients.

Our families’ personal investments are in the same strategies that we offer to our clients.

What we help with:

  • Investment Management

  • Tax-Efficient Charitable Giving

  • Wealth Transfer