MARGIN is a fixed-fee only wealth management firm. We offer creative wealth management to ultra-high income earners in:
- Tax preparation and strategy
- Financial planning
- Investment management
We Specialize in
EQUITY COMPENSATION / STOCK OPTIONS: Incentive stock options (ISOs), non-qualified options (NQSOs), restricted stock units (RSUs), Employee Stock Purchase Plans (ESPPs). Maximize your options. Optimize and understand when to exercise, diversify, and pay less in taxes.
REAL ESTATE INVESTING: Including or optimize real estate rentals to leverage tax benefits, and cash flow while complimenting your traditional portfolio. Or, ensure you are actually making money while leveraging many tax benefits of real estate.
SOLOPRENEURSHIP: Freelancers, independent contractors, solo-entrepreneurs, and consultants who value their time and mastering their finances.