MARGIN

MARGIN is a fixed-fee only wealth management firm. We offer creative wealth management to 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.

REMOTE WORK RELOCATION:
Remote work as a tool to start another business in a new town while buying rentals, mapping out taxes, housing, and your new company. 

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Advisors at this Office

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This Office

355 S Teller St Ste 200 Lakewood, CO 80226-7391 Phone: (303) 990-1504

Primary Office

501 S Cherry St Fl 11 Denver, CO 80246-1325 Phone: (303) 990-1504

Other Offices

1624 Market St Ste 202 Denver, CO 80202-1518 Phone: (303) 990-1504
355 S Teller St Ste 200 Lakewood, CO 80226-7391 Phone: (303) 990-1504