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About Us
Committed to Smarter Wealth Management
Since 2020
For individuals seeking expert-level financial planning services without the high investment minimums most wealth management firms require.
Meet the Team
Amy Hamasaki, CFP®, will be your dedicated financial planner, while Christina Purdy ensures all the details are handled.
Mountain Wealth Planning is a fee-only planning and investment management firm providing high-caliber comprehensive financial services: taxes, investment, real estate, macro-economics, and insurance guidance.
My husband and I have been working with Amy and Mountain Wealth Planning since 2022 and cannot say enough great things about our experience working with her. She works to understand what's going on in our lives, provides guidance on how to prioritize financial goals that align with our broader life goals, and helps us look around the corners and be proactive in managing our investments. Amy is super knowledgeable but not at all judgemental or condescending (something that's very important to me in a financial advisor). I always feel like she is in our corner and she has repeatedly helped bring an impartial and informed point of view to financial decisions as they have come up over the last several years. I have recommended her to several friends and family members and will continue to do so without hesitation
After the loss of my spouse, I sought Amy’s guidance for financial planning. She provided compassionate, knowledgeable advice and helped me organize my finances as I adjusted to life as a single parent. Thanks to Amy, I now feel peace of mind knowing I can live comfortably and provide meaningful opportunities for my children. Her professionalism and support were invaluable in helping my family move forward.
Working with Amy has been such a valuable experience for our family. She takes a holistic approach to financial advising, helping us align our short- and long-term goals with thoughtful and practical guidance. Amy has been instrumental in setting up our S-Corp to optimize our tax strategy, and she is always patient, insightful, and genuinely invested in our success. From buying a home and having a child to navigating career changes, she has guided us through every major life transition with care and confidence. We feel incredibly supported knowing Amy is looking out for every aspect of our financial well-being.
All testimonials were provided by current clients and no one received cash nor non-cash payment for their testimonial. No material conflicts of interest exist. Each client's situation will vary. Experiences highlighted here may not be indicative of those of most clients and may be different from those experienced in the future.
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