Do we have to live in The Avenues to work with Aequitas?

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

Salt Lake City · The Avenues

LGBTQ+ financial planning for The Avenues

You've built this over decades. The plan should be about protecting it — trust structure, gifting, and adoption follow-through for adult kids.

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

Who this is for

Built for The Avenues LGBTQ+ households

The Avenues is established and higher-priced with a steady LGBTQ+ community — long-partnered couples, academics, healthcare professionals, and older families formalizing.

Federal estate exemption is $15M per person for 2026 under the OBBBA (permanent, indexed) — for long-partnered Avenues households, lifetime gifting still moves future appreciation out of the estate.
Trust exists but hasn't been reviewed since drafting.
Second-parent adoption for older kids is still incomplete.
Withdrawal sequencing for retirement is undecided.

How we help The Avenues households

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 The Avenues couples wrote a decade ago and haven't looked at since.

DAF + charitable stacking

Bunching donations into a donor-advised fund in high-income years to clear the standard deduction — and directing the giving to LGBTQ+ orgs that matter to you.

Retirement withdrawal sequencing

Which bucket to pull from and when — taxable, traditional, Roth, Social Security timing, Medicare IRMAA thresholds — so your income lasts and your tax bill doesn't spike.

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

The Avenues 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