Business Details
Wealth Management & Tax Minimization Planning
MARGIN is a wealth management firm dedicated to helping corporate executives and ultra-high-income professionals optimize their financial futures. Our team of Certified Financial Planner (CFP) professionals specializes in tax minimization strategies, corporate benefits maximization, and personalized investment planning. We utilize industry-leading financial planning tools to create customized solutions that reduce lifetime tax liabilities and enhance after-tax returns. Our mutual fit process ensures alignment between client goals and our expertise, fostering long-term partnerships built on trust and transparency. With offices in Denver, Colorado, we serve clients nationwide through both in-person consultations and digital tools.Our approach combines deep industry knowledge with a commitment to avoiding common financial pitfalls, ensuring clients make informed decisions. We focus on integrating traditional investments with tax-efficient alternatives to build diversified portfolios tailored to individual needs. Our advisors bring years of experience in investment operations and client-focused financial planning, delivering actionable insights to high-net-worth individuals. By prioritizing client education and clear communication, we empower executives to navigate complex financial landscapes with confidence. Our track record of client satisfaction reflects our dedication to exceeding expectations through personalized service and measurable results.
Services
Tax Minimization Planning
Wealth Management
Corporate Benefits Optimization
Investment Strategies
Financial Planning Tools
Highlights and features
- We offer a mutual fit process ensuring alignment with client goals
- Our team includes Certified Financial Planner professionals
- We provide access to industry-leading financial planning tools
- We specialize in tax-efficient strategies for high-income earners
- We focus on avoiding common financial planning mistakes
What people say
Industry-leading tool
Personalized strategies
Tax minimization expertise
Avoid common mistakes
Clear communication
Services
Tax Minimization Planning
Our tax minimization planning creates year-by-year strategies to reduce lifetime tax liabilities. We specialize in direct indexing, private exchanges, Roth conversions, and withholding optimization for executives. This service helps clients maximize after-tax returns through proactive tax management.
Corporate Benefits Optimization
We maximize corporate benefits including deferred compensation, equity compensation, and mega-backdoor Roth strategies. Our experts help executives navigate complex benefit structures to extract maximum value while avoiding common mistakes in benefit utilization.
Investment Strategies
We develop customized investment strategies combining traditional assets with tax-efficient alternatives. Our approach focuses on capital gains management, portfolio diversification, and integration with overall financial planning to enhance long-term wealth growth.
Financial Planning Tools
We provide access to industry-leading financial planning tools used by our CFP professionals. These digital solutions enable clients to create comprehensive financial plans, analyze scenarios, and track progress toward tax and wealth management goals from home.
Mutual Fit Process
Our mutual fit process ensures alignment between client needs and our expertise. Through initial consultations and assessments, we determine if our services can effectively address specific financial challenges before establishing long-term advisory relationships.
People
Jess Landrum
Operations / Client Concierge
Jess brings 3+ years of investment operations experience to our team. A former middle school teacher and coach, she now manages client services while balancing farm life in Texas with her family.
Questions
What services does MARGIN offer?
We specialize in tax minimization planning, wealth management, corporate benefits optimization, and investment strategies tailored for executives and high-income professionals.
How do you help reduce lifetime tax liabilities?
We implement strategies like direct indexing, Roth conversions, and tax loss harvesting while optimizing corporate benefits to minimize long-term tax exposure.
What makes your approach unique?
Our mutual fit process ensures personalized solutions, combining CFP expertise with industry-leading tools for actionable, tax-efficient financial planning.
Do you work with remote clients?
Yes, we serve clients nationwide through digital tools and virtual consultations while maintaining our Denver, CO headquarters.
How do you handle investment planning?
We integrate traditional investments with tax-efficient alternatives, focusing on diversification, capital gains management, and alignment with individual financial goals.
