Meet Your Advisor
I’m Gabriel Motta, founder of Inclinevest. I provide fee-only, fiduciary financial planning for high achieving professionals age 50 and over who are preparing for retirement and looking for a long term relationship built on clear, confident guidance about their financial future.
I founded this firm in 2018 to deliver the type of advice I would want for my own family: independent from Wall Street, transparent, and focused on long term relationships. I help clients determine when they can retire, and how to do so using tax efficient retirement and distribution strategies without guessing.
My role is to be the advisor you can call for guidance, not someone focused on selling products or pushing financial solutions you don’t need, or selling financial nonsense. I focus on building long term relationships built on trust, transparency, and practical financial planning guidance.
Learn More About Me
Who We Serve:
Is This You?
As a fiduciary financial advisor we provide comprehensive financial planning for:
Early Retirees & Pre-Retirees (50+) You want to know exactly when you can retire—and how to turn your savings into a reliable, tax-efficient income stream.
Professionals with Complex Needs You work in tech, aerospace or defense, have equity compensation, or are planning an American Expat life abroad.
Diligent Savers You have saved well, but want to make sure you aren’t missing opportunities to lower taxes.
People Seeking Objective Advice You are looking for a fee-only fiduciary financial advisor who sits on your side of the table, not a salesperson, and who is focused on building long term trusted relationships.
Wealth Transfers & Inheritances You’ve received a large inheritance, insurance payout, or legal settlement—and want a clear plan to protect it, invest it wisely, and avoid unnecessary taxes or costly mistakes.
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You don’t have a savings problem. You have a clarity problem.
Most of our clients have done a great job saving money. But approaching retirement is different than building wealth.
The questions become harder:
“Do I have enough to last 30+ years?”
“How do I lower my tax bill when I start withdrawing money?”
“Can I really afford to retire early?”
You don’t need more products. You need a plan that answers these questions.
A Complete Approach to Your Wealth
Retirement Planning Get a roadmap that shows you exactly when you can retire and what your lifestyle will look like.
Investment Management We build tax efficient portfolios designed for long-term growth and stability, aligned with your specific timeline. Your assets are held at Charles Schwab & Co., Inc.
Tax-Smart Strategies We focus on keeping more of what you earn through smart planning around withdrawals and asset location.
Specialized Guidance Whether you have stock options (RSUs) or are navigating life overseas, we organize the complex details for you.
Services & Fees
Objective – Fiduciary – Independent
As a fee-only fiduciary, we put your interests first. Our advice is objective, values-driven, and focused entirely on your goals.
CFP® STANDARD OF EXCELLENCE
As a Certified Financial Planner®, Gabriel Motta financial fiduciary advisor is committed to the industry’s highest level of ethical and educational standards. This distinction, held by fewer than 1 in 4 advisors, ensures you receive expert, fiduciary-level guidance
No Commissions, No Sales
We do not sell products or earn commissions. As independent fiduciaries, our guidance is always impartial and aligned with your best interest.
Virtual Fiduciary Financial Advisor and Flexible Services
We meet clients virtually to provide efficiency and flexibility, regardless of location. When possible, we enjoy connecting in person. Our services are fee-only, objective, and free from hidden fees or proprietary products.
Schedule a Free Intro Call
Cross Border Insights for Retirees Thinking about Living Abroad
U.S. Expat Investing Abroad: Why “Going Local” Is Often the Wrong Move
U.S. expat investing abroad often feels like the responsible thing to do. When you move overseas, life opens up in exciting ways, whether that means navigating street markets in Bangkok, settling into life in Dubai, or enjoying the beaches in Mexico. Read more
Inclinevest® is a Fee-Only Registered Investment Advisor serving clients across the United States. While our firm is based in Colorado, advisory services are offered to clients nationwide or in jurisdictions where otherwise permitted. Additional information about Inclinevest is available on the SEC’s website at www.adviserinfo.sec.gov which can be found using the firm’s identification number 299298.
Office address: 6400 S Fiddlers Green Cir Ste 300 Greenwood Village, CO 80111