Do we have to live in Jackson Heights to work with Aequitas?

No. Aequitas is fee-only and virtual-first — we work with LGBTQ+ households in Jackson Heights the same way we work with clients across NYC and the rest of the US. This page is written for the Jackson Heights 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 Jackson Heights, NYC reviewing their financial plan

NYC · Jackson Heights

LGBTQ+ financial planning for Jackson Heights

You didn't need Manhattan prices to build a real life. The plan should meet that reality — first homes, real jobs, family across borders.

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

Who this is for

Built for Jackson Heights LGBTQ+ households

Jackson Heights in Queens hosts one of NYC's most diverse LGBTQ+ communities — historic co-ops, community-oriented residents, and a strong immigrant + LGBTQ+ presence.

First co-op or condo purchase math has never been done honestly.
You send money to family abroad and no one has modeled it into your cash flow.
Estate documents don't hold up across borders and no one has thought about it.
Retirement accounts are a stack of old 401(k)s from different employers.
Even Jackson Heights — Queens's most diverse LGBTQ+ pocket — carries roughly $2,500–$3,800/mo of safety premium over suburban NJ or upstate options, and on a real-jobs / real-family income, that premium reshapes what a first-co-op purchase and cross-border support can both fund.

How we help Jackson Heights households

First-home cash-flow reality check

Down payment source (RSU sale? gift? savings?), monthly payment stress-tested against a rate rise, and honest closing costs — before an agent talks you into stretching.

Cash flow that respects two paychecks

Two incomes, two benefits packages, two sets of goals — mapped into one plan that doesn't quietly optimize for one partner at the other's expense.

Estate documents that actually reflect your life

Wills, trusts, healthcare directives, and beneficiary audits refreshed for who you actually chose — not defaults written for someone else's family. Especially the pieces most Jackson Heights couples wrote a decade ago and haven't looked at since.

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 New York City

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

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

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

Schedule Your Intro Call

FAQ

Jackson Heights 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