FINANCIAL INDEPENDENCE. FASTER.

LIVE MORE LIFE

ON YOUR TERMS. FASTER.

 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.

FINANCIAL INDEPENDENCE

With:

REAL ESTATE INVESTING

Include or optimize real estate rentals to leverage tax benefits, and cash flow while complimenting your traditional portfolio.

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SOLOPRENEURSHIP

Freelancers, independent contractors, solo-entrepreneurs, and consultants who value their time and mastering their finances.

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EQUITY COMPENSATION / STOCK OPTIONS

Maximize your options. Optimize and understand when to exercise, diversify, and pay less in taxes.

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