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Mountain Wealth Planning

Empowering Entrepreneurs! I work with realtors, real estate investors and small business owners as their personal financial quarterback to help them achieve higher levels of success. Comprehensive financial planning services provided on either a subscription or project basis. Investment management available beginning at 1% and declines at $500,000. No investment minimums as these type of clients generally have their assets tied up in their business and/or real estate. Every aspect of any recommendation is viewed through the lens of taxes. . Tax mitigation strategies are the forefront of my focus. I began working as a financial advisor in 1998 and have eagerly pursued this career ever since. I founded Mountain Wealth Planning to meet the needs of entrepreneurs in 2020.
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Advisors at this Office

Amy Hamasaki, BA, CFP®, EA
NAPFA-Registered Financial Advisor
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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This Office

PO BOX 1901 Fraser, CO 80442 Phone: (303) 565-6568

Primary Office

PO BOX 1901 Fraser, CO 80442 Phone: (303) 565-6568