Gabe is exceptionally knowledgeable and passionate about all things finance. He genuinely cares about his work and his clients. His years of expertise do not get in the way of his ability to explain and communicate everything in a way that is relatable and understandable. I highly recommend!
January 2024
Inclinevest and Mr.Motta have been managing my investments for three years now and I couldn’t be more pleased. I trust his advice, knowledge, skills and insights in this very sensitive field to the maximum. At this time and age (70) especially monies matter a lot. I recommend his services with confidence.
October 2023
I’ve been involved in the markets for many years and I’ve never met an advisor as knowledgeable as Gabe. I know he’s taking care of my money in the best manner and it is very comforting to know I don’t have to worry about my investment account because it is in great hands.
Fiduciary investment management & financial planning firm specializing in serving the needs of retirees, pre retirees, high income individuals & families. We offer comprehensive financial planning and investment management. Investments are managed on Charles Schwab's Institutional platform. We serve clients locally and virtually around the nation.
