Do we have to live in Alberta Arts District to work with Aequitas?

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

Portland · Alberta Arts District

LGBTQ+ financial planning for Alberta Arts District

You freelance, you own a Craftsman, and Oregon's tax stack keeps getting more complex. The plan has to keep up.

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

Who this is for

Built for Alberta Arts District LGBTQ+ households

The Alberta Arts District in Northeast Portland hosts a large LGBTQ+ community — arts and design freelancers, small-business owners, and dual-income tech households in older Craftsman single-family.

You have 1099 income and haven't made the PTE election that could save you real money.
Oregon's $1M estate exemption is not a lot, and no one has told you that yet.
Portland Metro and Multnomah surtaxes hit you before you knew they existed.
Roth conversions in low-income years have never been on the plan.
Alberta carries a $900–$1,400/mo LGBTQ+ safety premium over Salem or Eugene — layered on top of Oregon's income and Multnomah surtax stack, that premium is why PTE elections and Roth conversion timing matter here more than most freelancers realize.

How we help Alberta Arts District households

1099 + W-2 hybrid tax planning

S-corp vs. sole prop, quarterly estimates, solo 401(k) + SEP-IRA choice, and PTE elections handled proactively — so April isn't a scramble and next year's plan is already in motion.

Oregon $1M estate-tax planning

Oregon's $1M exemption bites earlier than most people expect. Bypass-trust structure, gifting cadence, and beneficiary review keep the state out of the middle of your inheritance.

Roth conversion timing

The lower-income years between careers, sabbaticals, or before RMDs are the ones to fill up cheap Roth space. We map the multi-year plan instead of one-off flips in December.

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 Portland

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

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

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

Schedule Your Intro Call

FAQ

Alberta Arts District 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