Contact Us Welcome to Incline Wealth Advisors empowering Business Owners to Build Lasting wealth https://incline-wealth.com/wp-content/uploads/2023/08/Incline-Wealth-Services.mp4 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 Company Retirement Plans business owner services Buying a Business Deal TimelineIdeal TeamValuationFinancingFinancial Due DiligenceOperating AgreementsPurchase Agreements Exit Planning Tax PlanningPost Sale Investment StrategiesCharitable PlanningAccess to CapitalAssessing Personal & Business ReadinessExternal vs. Internal Exit OptionsHelp with Finding Strategic Investors/Buyers Personal Financial Planning Goal PlanningCash Flow AnalysisInvestmentsWealth Allocation FrameworkRetirement Savings & Tax StrategiesRisk ManagementLegacy & Estate Planning Company Retirement Plans Fiduciary Plan Services401(k) & Profit Sharing PlansSIMPLE & SEP IRA PlansPlan Benchmarking for Costs & Fees Employee EducationPlan Design & Operation Strategies 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.