Inclinevest Wealth Management
Financial Advisor for Space Coast Professionals
Independent financial planning and wealth management for aerospace, defense, space, technology, and other high-income professionals and families throughout Florida's Space Coast.
Inclinevest Wealth Management is based in Colorado and works remotely with households throughout Brevard County. We have particular experience helping professionals typically 5–15 years from retirement make decisions around investments, taxes, equity compensation, retirement timing, and retirement income.
Financial Planning for Florida's Space Coast
Florida's Space Coast is one of the country's most concentrated aerospace, space, defense, and technology markets. Brevard County includes Kennedy Space Center, Cape Canaveral Space Force Station, Patrick Space Force Base, major aerospace and defense campuses, and a growing commercial space industry.
The financial questions that come with a successful aerospace or defense career can be complicated. Compensation may include salary, bonuses, employer retirement plans, restricted stock, stock options, or other equity. A career change can create decisions around several retirement accounts at once. And as retirement approaches, investment decisions become increasingly connected to taxes, Social Security, spending, and retirement income.
Inclinevest Wealth Management helps bring those decisions together. The focus is not simply managing an investment account. It is understanding how the major financial decisions in your life fit together and what they mean for the years ahead.
Serving Professionals Throughout Brevard County
The Space Coast stretches from the Titusville and Kennedy Space Center area in the north to Melbourne and Palm Bay in the south. Inclinevest works remotely with professionals throughout the region.
Melbourne
L3Harris, Northrop Grumman, Leonardo DRS, Collins Aerospace, Embraer and other aerospace and defense employers.
Palm Bay
Major engineering, satellite, defense electronics and advanced manufacturing operations.
Titusville
Kennedy Space Center, launch operations, aerospace contractors and major space programs.
Cape Canaveral
Commercial launch, space operations, SpaceX, Lockheed Martin and the broader launch ecosystem.
Merritt Island
Kennedy Space Center, Blue Origin and professionals supporting the region's space industry.
Rockledge & Viera
Professionals and families living in central Brevard County and commuting throughout the Space Coast.
Cocoa & Cocoa Beach
Residents working throughout the launch, aerospace, defense and technology ecosystem.
Satellite Beach
Beachside professionals and families connected to the broader aerospace and defense economy.
Brevard County
Remote financial planning and wealth management for households throughout the Space Coast.
An Aerospace, Space & Defense Financial Planning Market
The Space Coast brings together traditional aerospace and defense companies with a rapidly growing commercial space industry. L3Harris has its headquarters in Melbourne, while Northrop Grumman maintains a major Melbourne campus. Palm Bay is an important engineering and advanced manufacturing center, while the northern Space Coast is closely connected to Kennedy Space Center, Cape Canaveral and commercial launch operations. :contentReference[oaicite:6]{index=6}
Current industry tracking shows substantial aerospace and defense activity across Brevard County, with major employers including Blue Origin, Northrop Grumman, L3Harris, Lockheed Martin, SpaceX, Leonardo DRS, Amentum, Embraer, Collins Aerospace, Boeing and others. :contentReference[oaicite:7]{index=7}
Space Coast Aerospace & Defense Employers
We work with professionals across the Space Coast aerospace, defense, space and technology ecosystem.
Where Financial Planning Gets More Complicated
Aerospace, defense and technology professionals often face several financial decisions at once. The important part is understanding how those decisions affect one another.
401(k) & Retirement Plans
Evaluating contributions, investment choices, account consolidation and the role each retirement account plays in the larger plan.
Employer Stock & Equity
Managing restricted stock, options, employer stock and concentrated positions alongside the rest of your investments.
Tax Planning
Coordinating income, capital gains, retirement contributions, Roth conversions, equity compensation and other tax-sensitive decisions.
Career & Compensation
Evaluating job changes, compensation packages, bonuses, equity, retirement incentives and the financial consequences of leaving an employer.
Retirement Timing
Determining when work becomes optional and how much you can reasonably spend without taking unnecessary portfolio risk.
Retirement Income
Creating an income strategy that considers portfolio withdrawals, taxes, Social Security, spending and future financial needs.
Retirement Planning for Space Coast Professionals
We have particular experience working with professionals who are typically 5–15 years from retirement. At that stage, financial planning changes. The question isn't simply whether you're saving enough. You need to understand when you can retire, how much you can spend, how your investments should be positioned, and how taxes and Social Security will affect your retirement income.
We connect those decisions into a broader retirement plan. That includes evaluating investment risk, retirement accounts, tax strategies, Social Security, spending, and the timing of major financial decisions before and after retirement.
What We Help With
Investment Management
Portfolio management aligned with your goals, time horizon, tax situation and future need for income.
Retirement Planning
Retirement timing, spending, savings, income sources and the transition from employment to retirement.
Retirement Income
Turning accumulated wealth into a sustainable income strategy while considering taxes, Social Security and investment risk.
Tax Planning
Planning around income, capital gains, retirement accounts, Roth conversions, equity compensation and charitable strategies.
Social Security
Evaluating Social Security timing and how benefits fit into the broader retirement income strategy.
Major Financial Decisions
Independent advice when a career change, retirement decision, inheritance, liquidity event or other major financial decision changes the plan.
Based in Colorado. Working With Space Coast Households Remotely.
Inclinevest Wealth Management is based in Greenwood Village, Colorado, but our work isn't limited to Colorado. We work with households in other states through secure video meetings and digital collaboration, where advisory services are permitted.
For professionals on Florida's Space Coast, that means you can work with an independent, fee-only fiduciary advisor who understands the financial issues common to aerospace, defense, space and high-income professionals without needing to live in Brevard County.
Why Inclinevest Wealth Management
Fee-Only
We don't sell insurance products, earn commissions, or receive compensation from investment companies or other third parties.
Fiduciary
Our role is to provide advice in your interest rather than recommend products or services for compensation.
Independent
Independent financial planning and investment management without proprietary investment products or sales quotas.
Personal
A limited number of households so the relationship stays personal and advice remains focused on the decisions that matter.
Space Coast Financial Advisor FAQ
Do you work with clients on Florida's Space Coast?
Yes. Inclinevest Wealth Management is based in Colorado and works remotely with households throughout Florida's Space Coast and Brevard County, where the firm is permitted to provide advisory services.
Do you work with aerospace and defense professionals in Melbourne and Palm Bay?
Yes. Aerospace, defense, space and technology professionals are an important part of Inclinevest's specialization. We help with investments, retirement planning, taxes, equity compensation, career decisions and retirement income.
Do you work with L3Harris employees?
Yes. Inclinevest works with aerospace and defense professionals, including professionals working for major employers such as L3Harris Technologies. Financial planning can include retirement accounts, investments, taxes, equity compensation, retirement timing and retirement income.
Do you work with Northrop Grumman and Lockheed Martin employees?
Yes. Inclinevest works with professionals at major aerospace and defense companies, including Northrop Grumman and Lockheed Martin. We can help coordinate employer retirement plans, investments, taxes, equity compensation and retirement planning.
Do you work with SpaceX and Blue Origin employees?
Yes. Inclinevest works with professionals in the commercial space industry, including employees and executives dealing with high income, equity compensation, investments, taxes and long-term retirement planning.
Do you work with NASA and Kennedy Space Center professionals?
Yes. Inclinevest works remotely with professionals throughout the Kennedy Space Center and broader Space Coast ecosystem, including aerospace, engineering, technology, government and contractor professionals.
Do you specialize in retirement planning?
Retirement planning is a core part of our work. We have particular experience helping professionals typically 5–15 years from retirement determine when they can retire, how much they can spend, and how to turn accumulated wealth into sustainable retirement income.
Can I work with a Colorado-based financial advisor if I live in Florida?
Yes. Inclinevest provides financial planning and investment management remotely through secure video meetings and digital collaboration. Advisory services are offered only in states where the firm is properly registered or exempt from registration.
Are you affiliated with L3Harris, NASA, SpaceX, Blue Origin, or another Space Coast employer?
No. Inclinevest Wealth Management is an independent financial planning and investment management firm. We are not affiliated with, endorsed by, or sponsored by L3Harris Technologies, NASA, Northrop Grumman, Lockheed Martin, SpaceX, Blue Origin, Boeing, or any other employer or organization mentioned on this page.
Looking for a Financial Advisor on the Space Coast?
If you're a Space Coast professional approaching retirement or dealing with increasingly complex investment, tax, equity compensation, or wealth decisions, let's talk about where you are and what you're trying to accomplish.
Schedule an Intro CallInclinevest Wealth Management is a registered investment adviser. Information on this page is for general informational purposes and is not individualized investment, tax, or legal advice. Advisory services are offered only where properly registered or exempt from registration. Inclinevest Wealth Management is not affiliated with or endorsed by any employer, government agency, military organization, or company referenced on this page.