- 6400 S Fiddlers Green Cir, Ste 300, Greenwood Village, CO 80111
- Virtual appointments | Flexible time zones
Comprehensive financial planning, transparent fees, and tailored strategies to help you navigate your 50s, 60s, and beyond with clarity and confidence.
We provide both comprehensive financial planning and ongoing investment management.
Whether you’re preparing for retirement or already retired, our role is to help you turn your wealth into a clear, sustainable plan.
The RetireWell Process™
A structured planning process designed to help you understand:
This is ideal if you want a clear, written financial plan before or during retirement.
Ongoing portfolio management aligned with your financial plan.
Assets are held at Charles Schwab, providing independent custody and transparency.
We follow a structured, thoughtful process designed to bring clarity, reduce uncertainty, and support confident financial decisions at every stage.
We get to know your situation, answer your questions, and make sure we're a good fit.
We take a deep dive into your finances, goals, tax situation, and retirement timeline.
We build a clear, integrated strategy covering income, investments, and taxes, tailored to you.
We put the plan into action and coordinate every moving part.
We review, adjust, and evolve your plan as your life and goals change.
At Inclinevest, our primary fee structure is based on a percentage of the investable assets we manage on your behalf.
The percentage adjusts based on the size of the portfolio, with lower rates applied as assets increase through tiered breakpoints.
This structure aligns our interests with yours — we succeed when your portfolio grows.
Depending on the scope and complexity of your situation, alternative fee arrangements may be available, including flat or fixed fees.
Before any engagement begins, you’ll have complete clarity on how we’re compensated and what services are included.
For detailed information, please review our Form ADV Part 2.
If you’d like to explore whether we’re a good fit, the first step is a simple introductory conversation.
We work with high-income professionals and families who have built meaningful savings, typically $1M or more, and want clear, objective guidance as they approach and navigate retirement.
You have significant income and growing assets, and you want to optimize taxes, build wealth efficiently, and make the right moves before the biggest decisions hit.
You want clarity on when you can retire, how much you can safely spend, and how to turn a complex portfolio into a reliable, tax-efficient income stream, with a confidence score so you know exactly where you stand.
You work in tech, energy, aerospace, healthcare, or executive leadership, have equity compensation, business interests, real estate holdings, or concentrated positions, and need coordinated planning.
You're navigating a major financial event and want a thoughtful plan to protect and steward your assets.
You've done well building wealth but want to optimize taxes, withdrawals, and long-term strategy so your wealth works harder for you.
You want a fee-only fiduciary who sits on your side of the table, not someone selling products.
If you want an investment strategy aligned with your retirement plan, tax situation, and long-term goals, the first step is a simple conversation.
No obligation. Just a conversation.
