Financial Advisors
Greenwood Village, CO
Inclinevest is a fee-only fiduciary financial advisor based in Greenwood Village serving professionals 40+ across Colorado and nationwide. Founded by CFP® Gabriel Motta, they specialize in retirement planning, tax-efficient investment management, and wealth strategies for high earners, retirees, and those with complex financial needs like stock options or inheritances. As fiduciaries with no commissions or sales incentives, they focus on objective advice aligned entirely with clients' long-term goals.
Ideal for: High-income professionals in their 40s-50s, retirees and pre-retirees planning withdrawals, those with inheritances or stock options, individuals seeking tax-efficient investment strategies
Service area: South Denver, Colorado and nationwide
Fee-Only Fiduciary Model: Inclinevest operates as a fee-only fiduciary with no commissions or sales incentives, ensuring advice is always aligned with your interests rather than product sales.
CFP® Certified Expertise: Founder Gabriel Motta holds CFP® certification, a distinction held by fewer than 1 in 4 advisors, ensuring compliance with the industry's highest ethical and educational standards.
Specialized for High-Earners & Retirees: They focus specifically on professionals with $1M+ in savings, offering specialized guidance on stock options, RSUs, tax-smart withdrawal strategies, and early retirement scenarios.
Address: 6400 S Fiddlers Green Cir #300, Greenwood Village, CO 80111
Phone: (720) 306-1620
Website: inclinevest.com
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