Inclinevest®

Inclinevest®, led by Gabriel Motta, CFP® MBA, is a fee-only, fiduciary financial planning and wealth management firm serving clients age 50 and older with $1 million or more in investable assets.

We work with clients age 50 and older to build comprehensive retirement income plans that address this complexity directly. That means evaluating Roth conversion opportunities, coordinating account drawdown sequencing, planning around required minimum distributions, and stress-testing scenarios.

We specialize in three areas where financial complexity tends to be highest. Cross-border and expat planning for Americans retiring or relocating abroad. Sudden money situations including inheritance, insurance payouts, and legal settlements where the stakes of getting it right are significant. And individuals over 50 with complicated financial lives who need a comprehensive plan that accounts for all of it.

Across all of these situations the goal is the same. Bring clarity to your financial life, retire with confidence, and make smart decisions with what you've built.

Gabe founded Inclinevest® in 2018 to provide the kind of transparent, objective advice he would want for his own family. Prior to founding the firm, he held executive and leadership roles at BBVA and U.S. Bank, and later served as a Wealth Planning Analyst at UBS in Colorado, supporting high-net-worth clients with complex financial planning and investing needs.