Life is short. Our clients desire financial independence or work optional lifestyles in 10-years or less; some before the age of 50.

“Work Optional” could mean doing work you are actually passionate about, working less in what you do now, traveling the world, or just adding more possibility in your life, on your terms.

MARGIN offers creative wealth management to ultra-high income earners. Our services include creative financial planning, investment management, and tax strategy and preparation digitally throughout the United States, and locally in Denver, CO.