INCLINE WEALTH

Overview

Incline Wealth is an independent registered investment adviser operating as a limited liability company with an individual owner. The firm serves both individuals and families as well as institutional clients, offering fee arrangements that include both percentage-of-AUM and fixed-fee engagements. Its advisory platform centers on financial planning and portfolio management for individuals, small businesses and institutions, along with pension consulting and client education through seminars and workshops. Investment activity tilts heavily toward equities: the firm lists a stated preference for exchange-traded equities and structures a large portion of client portfolios around liquid equity exposures. Incline Wealth also sponsors and acts as a managing member or general partner of pooled investment vehicles, and it advises at least one private equity fund, indicating some direct involvement in negotiating or operating private offerings alongside its liquid market strategies.

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Location & Offices