Do we have to live in Northwest Portland to work with Aequitas?

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

Portland · Northwest Portland

LGBTQ+ financial planning for Northwest Portland

You've owned here a long time. The estate side matters more than any other part of the plan right now — Oregon has real teeth.

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

Who this is for

Built for Northwest Portland LGBTQ+ households

Northwest Portland — the Alphabet District and Nob Hill — hosts long-partnered LGBTQ+ owners in Victorian and Craftsman single-family, plus younger professionals in condos.

Oregon's $1M estate exemption without portability quietly makes long-term owners of NW Portland real estate a target.
Your trust hasn't been reviewed since before you married (or before Oregon's tax rules last changed).
Roth conversions in your lower-income years have never been modeled.
The Multnomah surtax on income is unavoidable but plannable.
NW Portland's long-established queer-friendly market carries a $900–$1,400/mo safety premium over Salem or Eugene — baked into decades of appreciation that the Oregon estate-tax structure will eventually notice.

How we help Northwest Portland households

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.

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 NW Portland couples wrote a decade ago and haven't looked at since.

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

Northwest Portland 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