Your Partner in Optimizing &
Protecting Your Wealth
Simplifying complex financial decisions while safeguarding your plan at every stage.
We offer extensive tax, investment, real estate, macro-economics, and insurance experience.
Empowering Professionals & Individuals
Real Estate Professionals
Agents, brokers, and investors navigating irregular cash flow, quarterly taxes, and long-term wealth planning.
Small Business Owners
Entrepreneurs balancing growth, profitability, and personal financial security, or those looking to sell their business.
Individuals & Families
High-earning individuals and couples building wealth, paying off mortgages, saving for college, equity compensation in the form of RSUs & ISOs, and planning for retirement.
We provide clarity and confidence for people at different stages of life and career. From real estate professionals and business owners to families preparing for the future, we help ensure your plan is optimized and protected.
Why Work With Mountain Wealth Planning
When you choose Mountain Wealth Planning, you work directly with Amy Hamasaki, CFP® — a nationally recognized financial planner who has been featured in major publications in the US, such as Barron’s and Fortune, with over 25 years of experience across investments, real estate, and tax strategy. Amy isn’t just an advisor; she’s a partner, strategist, and advocate.
Proven Real Estate Expertise
Amy has over 10 years of experience owning and managing a multi-state real estate holding company.
Tax Strategy Integration
As a previous IRS Enrolled Agent, Amy proactively reduces surprises and ensures tax efficiency throughout the year.
Quarterback Approach
She coordinates with attorneys, accountants, and investment partners, saving you time, stress, and unnecessary costs.
Flexible Engagements
With plans starting at $3,000, Amy tailors services to your needs while providing room to grow.
Financial Planner vs Financial Advisor
While financial planner and financial advisor are often used interchangeably, there are important differences—especially in how they approach your financial future.
At Mountain Wealth Planning, we are financial planners. That means our focus goes beyond just investment management. We take a comprehensive approach to your financial life, integrating all aspects that impact your wealth and long-term goals.
How We Are Different
Comprehensive Planning for Your Wealth
We help clients with detailed retirement projections, tax planning strategies, insurance reviews, and even evaluate the return on investment for rental properties.
Low-Cost Investment Philosophy
Unlike many financial advisors who may steer clients toward high-fee products, we prioritize low-cost investments to help maximize your returns over time.
Transparent, Flat-Rate Management Fees
Our management fee is generally around 1%, and we’re fully transparent about costs—no hidden commissions or incentives.