Do we have to live in 9th & 9th to work with Aequitas?

No. Aequitas is fee-only and virtual-first — we work with LGBTQ+ households in 9th & 9th the same way we work with clients across Salt Lake City and the rest of the US. This page is written for the 9th & 9th 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 9th & 9th, Salt Lake City reviewing their financial plan

Salt Lake City · 9th & 9th

LGBTQ+ financial planning for 9th & 9th

Utah's a flat tax with real quirks and a real legal landscape for queer families. The plan has to speak to both.

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

Who this is for

Built for 9th & 9th LGBTQ+ households

9th & 9th is one of Salt Lake City's most walkable, LGBTQ+-friendly neighborhoods — Craftsman single-family, condos, and a mix of tech workers and healthcare professionals.

Second-parent adoption is a genuinely important protection in Utah and hasn't happened yet.
Utah's flat income tax makes Roth conversion timing more attractive than in most states — and nobody has modeled it.
Your Silicon Slopes RSUs have quietly become the biggest asset in the household.
Estate documents don't travel well outside Utah.

How we help 9th & 9th households

Second-parent adoption follow-through

Even with marriage, presumption laws don't travel reliably across state lines. We help you sequence and budget the second-parent adoption that makes parentage bulletproof in every state.

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.

RSU + ESPP sequencing across two careers

Vest calendars, concentration risk, ESPP hold-vs-sell, and the tax bill hiding in your next refresh — coordinated with the rest of the plan, not treated as a separate 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 Salt Lake City

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

LGBTQ+ tax & cost-of-living guide: Salt Lake City

State income tax, property tax, estate tax, and LGBTQ+ planning overlays specific to Salt Lake City.

Schedule Your Intro Call

FAQ

9th & 9th 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