Incline Wealth

I started my career at Fidelity Investments before transitioning to Merrill Lynch to join a wealth management team managing $2.2 billion in assets. In January 2020, I broke away from Merrill Lynch to found Incline Wealth Advisors, an independent, fiduciary, wealth management firm. I had to persevere a very tough start when the Covid pandemic broke out in early 2020, but was able to make it through the tough times with my business. I have since grown tremendously since then and have brought on two employees. Through my business I work closely with business owners to provide advice on retirement planning, investment and risk management, cash flow and debt management, estate planning, tax strategies, business exits, acquisitions and succession planning. In 2022, I acquired a local business called GameMaster Athletic. In addition to being an owner in the business I sit on our Board of Directors and oversee some operations with our current CEO. I am married and have 5 children. Certifications: • CERTIFIED FINANCIAL PLANNER Community Work: • Elder High School Investment Committee • Western Economic Counsel: Board Member & Treasurer • Former: Make-A-Wish Foundation: Emerging Leader Advisory Board Member • Former: Thomas More Alumni Association: Board Member • Future Our Lady of Visitation Basketball Coordinator

Phillip Westhoff is a financial advisor at Incline Wealth with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at BB&T Retirement & Institutional Services and Fidelity Investments. Incline Wealth Advisors serves individual and high-net-worth clients, as well as pension plans, charitable organizations, and businesses. The firm combines fundamental, technical, and cyclical analysis with Modern Portfolio Theory to construct diversified portfolios, offering both active and passive investment options alongside financial planning, employee benefit advisory, educational seminars, and tax preparation services.