Eric Courage

MARGIN is a fixed-fee only wealth management firm. We offer creative wealth management that includes personalized, in-depth financial planning, discretionary investment management, and proactive tax strategy and preparation. 

MARGIN exists to help our clients simplify their lives so they can have more time and space (MARGIN) to focus on what's really important.

We serve clients locally in Denver, CO, throughout the United States, and global citizens throughout the world.

What investment and financial planning services do you provide?

1. Financial Vision, Cash Flow Planning, and Net Worth Review;
2. Tax Preparation, Projections, Proactive Strategic Tax Planning, and Minimization;
3. Investment Portfolio Analysis and Implementation;
4. Financial Independence and Pre-Retirement Planning;
5. Primary Residence Liabilities Review, Optimization, and Tradeoffs;
6. Start-up & Corporation Benefit Reviews: Insurance, Employee Equity Compensation and others;
7. Charitable and College and Education Planning;
8. Packaged Product Analysis, Trade-offs, and Recommendations;
9. Advocate in communication with Attorney, and/ or Insurance Broker;
10. Small Business and Entrepreneur Services: Coaching, Consulting and Exit Planning;
11. Small Direct Investment Property Analysis and Review;
12. Expatriate/International Coordination of Investments and Taxes; and
13. Assistance with estate planning (MARGIN provides context on why estate planning is important, and high-level guidance; authoring of legal documents completed by an attorney chosen by the client).