Who We Serve
We are currently accepting new clients exclusively for comprehensive, long-term engagements that include both financial planning and investment management services.
Gabe Motta specializes in serving tech and defense professionals, as well as near-retirees and retirees.
Inclinevest is: Objective – Fiduciary – Impartial – Independent
By working with you in a long-term personal relationship – understanding and clarifying your goals and creating a written financial plan, we can properly assist you in building your financial future and reaching your goals. While some advisors still sell products or transactions, our “product” is our advice and our goal is simple – to help you achieve and sustain financial success and provide unbiased advice that supports your values and goals.
Services
Serving clients since 2019
Comprehensive Financial Planning
The financial planning process includes a comprehensive review and analysis of your current financial situation, detailed personal recommendations, and most importantly – an actionable plan to help you achieve your financial objectives with clarity and confidence.
Planning Process
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Ongoing Investment Management
Institutional management and consolidation of investment accounts, including IRAs, 401(k)s, and taxable brokerage accounts. All assets are securely held and managed through Charles Schwab & Co., Inc.
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Why Inclinevest?
Inclinevest is: Objective – Fiduciary – Impartial
WE SPECIALIZE IN TAX-EFFICIENT RETIREMENT PLANNING & EQUITY COMPENSATION
We help you keep more of your hard-earned money to use towards your dreams.
WE’RE CREDENTIALED–CFP® STANDARD OF EXCELLENCE
Although many professionals may call themselves “financial planners or financial advisors,” Certified Financial Planner® professionals have completed extensive training and experience requirements and are held to rigorous ethical standards. They understand the complexities of the changing financial climate and know how to make recommendations in your best interest. Only 25% of U.S. financial advisors are Certified Financial Planner™ Professionals.
NO COMMISSIONS- WE ARE FEE-ONLY FINANCIAL PLANNERS
We want a stake in your long-term success, not in your activity. 90% of the financial planning and investment management industry are compensated by selling products for a commission. We’re “fee-only,” which means we don’t sell products for a commission and don’t receive any form of compensation from anyone other than you.
NO SALES
We are focused on providing financial planning and investment management services — not on selling unnecessary products. We’re independent. We’re a standalone company not affiliated with any banks, brokerages, or insurance companies. This allows us to offer truly comprehensive advice without restriction or pressure to make certain recommendations
WE’RE FIDUCIARIES
We build lasting partnerships through deep connections that go beyond finances to what matters most. Unlike advisors or financial salespeople who are affiliated with banks, brokerages, or insurance companies, we’re regulated solely as fiduciaries. This means we’re always required to act in your best interest as opposed to selling unnecessary products.
WE CAN WORK VIRTUALLY
Given the geography of our clientele, our primary method of communication is virtual.
NO HIDDEN FEES
We don’t earn a cent from the managers or strategies we recommend, and we don’t offer proprietary products or funds. This lets us impartially analyze the entire landscape of available solutions and recommend the most appropriate strategy.
Inclinevest® is a Fee-Only Registered Investment Advisor based in the state of Colorado. Advisory services are offered to clients in the state of Colorado or in other jurisdictions, where permitted.