4030 Smith Rd., Suite 200, Cincinnati, OH 45209
who we are

Independent

Incline Wealth is not tied to any investment or insurance company that would require them to sell proprietary products to their clients. The entire investment universe is open to their clients.

Fiduciary

Incline Wealth has taken the fiduciary oath for their practice which states they must act in the best interest of their clients at all times.

 

Fee Only

Fees only come from advice and are a  flat percentage of assets.

No Commissions.

 

who we serve

Business Owners & Entrepreneurs

Current & Former Athletes

Company Retirement Plans

Common Concerns
Am I on track?

Am I invested the right way?

How am I doing compared to someone my age?

How much do I need to have saved at retirement?

Is now the right time to be invested in stocks?
Should I make Traditional or Roth retirement contributions?
How much can I withdrawal each year in retirement?
What is the best way to save money for my children?
Interested to learn more?

We would be happy to talk or meet with you and discuss how we can assist with your specific needs.

Please use the link below to set up a call or meeting.