Inclinevest®

Inclinevest, led by Gabriel Motta, CFP® MBA, is a fee-only, fiduciary financial planning and wealth management firm serving high-income professionals and families who have built meaningful wealth and are navigating the complex decisions that come before and during retirement.

We specialize in three areas where financial complexity tends to be highest: tax reduction and retirement income planning for professionals transitioning from peak earning years into retirement; comprehensive financial planning for individuals with complex financial lives including equity compensation, business interests, real estate holdings, and concentrated positions; and sudden money situations including inheritances, insurance payouts, and legal settlements where the stakes of getting it right are significant.

Our clients typically have $1M or more in savings and want clear, objective guidance from an advisor who sits on their side of the table. We provide integrated financial planning where your investments, tax strategy, and retirement income plan work together, not in silos, along with a retirement confidence score so you know exactly where you stand and what needs to change.

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. Inclinevest is custodied at Charles Schwab, Inc. and serves clients nationwide.