Fee-Only Fiduciary | Greenwood Village, CO
Financial Advisor in Greenwood Village, Colorado
Fee-only financial planning and investment management for professionals, executives, families, and retirees with $1 million or more in investable assets.
Schedule an Intro Call Services & FeesFinancial Planning in Greenwood Village
Inclinevest Wealth Management is a fee-only fiduciary financial planning and investment management firm based in Greenwood Village near the Denver Tech Center. We work with professionals, executives, families, and retirees who generally have $1 million or more in investable assets and want their investments, taxes, retirement income, and other financial decisions coordinated through one ongoing relationship.
Greenwood Village and the surrounding DTC corridor are home to executives, engineers, physicians, business owners, and other high-income professionals. Financial decisions can become more complicated as retirement approaches, particularly when you have equity compensation, concentrated stock, deferred compensation, multiple retirement accounts, or significant taxable investments.
Our approach combines ongoing retirement planning with investment management and tax-aware financial planning.
Financial Planning Services in Greenwood Village
Retirement Planning
Determine when you can retire, how much you may be able to spend, and how your retirement income can be structured over time.
Investment Management
Professionally managed portfolios held at Charles Schwab, with a focus on diversification, costs, risk, and long-term discipline.
Tax Planning
Coordinate Roth conversions, withdrawal strategies, tax-loss harvesting, charitable giving, and other decisions with your broader financial plan.
Equity Compensation
Plan around RSUs, ESPPs, stock options, and concentrated company stock while considering taxes, diversification, and long-term goals.
Retirement Income
Develop a strategy for Social Security, pensions, retirement accounts, taxable investments, and other sources of income. Learn more about retirement income planning.
Sudden Wealth
Coordinate investment, tax, and financial planning after an inheritance, business sale, equity event, or other significant change in wealth. Learn more about sudden wealth planning.
Why Work With a Fee-Only Fiduciary?
Fee-Only
Inclinevest is compensated directly by clients rather than through commissions or compensation from financial products. Learn more about fee-only financial planning.
Fiduciary
Inclinevest operates as a registered investment adviser and provides investment advice under a fiduciary standard. Learn more about fiduciary financial advice.
Ongoing Relationship
Financial planning and investment management continue as your circumstances, markets, taxes, and retirement plans change.
Independent Custody
Client investment accounts are custodied at Charles Schwab, with clients retaining account ownership and online access.
Retirement Planning for Greenwood Village Professionals
Retirement planning becomes more important as your financial life becomes more complex. The decisions around when to retire, when to claim Social Security, which accounts to draw from, and whether to make Roth conversions can affect both current taxes and future income.
Inclinevest helps coordinate these decisions as part of an ongoing financial plan. For clients approaching or already in retirement, our retirement income planning focuses on creating a practical strategy for turning accumulated assets into sustainable income.
We also work with professionals whose compensation includes company stock or other equity awards. Our equity compensation planning addresses the tax and investment decisions that come with these benefits.
Serving Greenwood Village and the Denver Tech Center
Inclinevest is located at 6400 S Fiddlers Green Cir, Suite 300, in Greenwood Village near the Denver Tech Center. Most meetings are conducted by video, making it easy to work together whether you are at home, in the office, or elsewhere in Colorado.
In-person meetings are available when needed. We also serve clients throughout Colorado and across the United States.
For additional local information, see our pages for South Denver, Centennial, and Aurora.
Frequently Asked Questions
What does a financial advisor in Greenwood Village do?
A financial advisor can help coordinate investment management, retirement planning, tax strategy, retirement income, and other financial decisions. Inclinevest provides ongoing financial planning and investment management for individuals and families who generally have $1 million or more in investable assets.
How much does a financial advisor in Greenwood Village cost?
Inclinevest is fee-only, meaning clients pay the firm directly rather than through commissions on financial products. Current pricing and service options are available on the services and fees page.
Do I need $1 million to work with Inclinevest?
Inclinevest generally works with individuals and families who have $1 million or more in investable assets. The best way to determine whether the firm is a fit is to schedule an introductory call and discuss your situation.
Is Inclinevest a fiduciary financial advisor?
Yes. Inclinevest is a registered investment adviser and provides investment advice under a fiduciary standard. You can learn more about the firm's approach on the fiduciary financial advisor page.
Do you meet in person or by video?
Most meetings are conducted by video. In-person meetings are available when needed at the Greenwood Village office near the Denver Tech Center. Clients do not need to live nearby to work with Inclinevest.
Does Inclinevest work with clients outside Greenwood Village?
Yes. Inclinevest works with clients throughout Colorado and across the United States, with most meetings conducted virtually.
Talk Through Your Situation
Schedule an introductory call to discuss your financial situation, goals, and whether Inclinevest is a fit.
Schedule an Intro Call