Do we have to live in Lakeview to work with Aequitas?

No. Aequitas is fee-only and virtual-first — we work with LGBTQ+ households in Lakeview the same way we work with clients across Chicago and the rest of the US. This page is written for the Lakeview demographic, not as a residency requirement.

Is there a minimum account size?

No asset minimum. Engagements are priced based on planning complexity, not portfolio size, so we can work with LGBTQ+ high earners still building wealth — not just clients who already have it.

What happens on the intro call?

Twenty minutes, video or phone. We ask what you're actually trying to figure out, share how Aequitas would approach it, and decide together whether an engagement makes sense. No pressure, no product pitch.

LGBTQ+ couple in Lakeview, Chicago reviewing their financial plan

Chicago · Lakeview

LGBTQ+ financial planning for Lakeview

Two big Chicago incomes, a rental unit or two on Schedule E, and Illinois estate rules that don't play nice with unmarried or newly-married couples.

Schedule a free intro call 20 minutes · video or phone · no product pitch

Who this is for

Built for Lakeview LGBTQ+ households

Lakeview surrounds Boystown and hosts a broad LGBTQ+ population — condo owners, small-multi-unit landlords, and dual-income tech and finance households.

Marriage-penalty at Chicago finance / tech incomes is meaningful and hasn't been modeled.
You own a 2–4 unit and the Schedule E is 'handled by the CPA' with no plan.
Cook County over-assessment is a recurring quiet win being left on the table.
Illinois estate exposure is real.

How we help Lakeview households

Marriage-penalty and filing-status modeling

Two high W-2s stacked can cost you real money at federal and state brackets. We run the numbers before you decide when — or whether — to formalize.

Cook County property-tax appeals

Cook County–style over-assessment is common. We run the appeal cadence and coordinate with a local attorney when the math warrants it — often meaningful dollars back over a decade of ownership.

Illinois estate-tax bypass structure

Illinois's estate-tax exemption is $4M with no spousal portability. For long-partnered couples with a house, a 401(k), and life insurance, that ceiling arrives faster than you think — we build the trust structure that keeps it from becoming a problem.

Next step

Go deeper, or just talk to us

Skim the broader context if you want more before reaching out — or book the call and we'll cover it live.

LGBTQ+ financial advisor in Chicago

The city-wide overview: how Aequitas works with Chicago LGBTQ+ households across cash flow, tax, investing, and estate.

LGBTQ+ tax & cost-of-living guide: Chicago

State income tax, property tax, estate tax, and LGBTQ+ planning overlays specific to Chicago.

Schedule Your Intro Call

FAQ

Lakeview planning FAQs

Ready to talk through your plan?

On a free intro call we'll walk through where you are, what you're trying to figure out, and whether an engagement makes sense — no pressure.

Schedule Your Intro Call