Do we have to live in Shaw to work with Aequitas?

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

DC · Shaw

LGBTQ+ financial planning for Shaw

1099 or hybrid income, a first condo or rowhouse in play, and DC's high combined tax stack. Three moving pieces that need to be planned together.

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

Who this is for

Built for Shaw LGBTQ+ households

Shaw is one of DC's fastest-changing LGBTQ+ neighborhoods — a mix of long-term residents, younger federal and nonprofit professionals, tech transplants, and creative freelancers in condos, rowhouses, and small conversions.

S-corp question has been open too long for the 1099 side of the household.
First-home math against DC prices and rate environment hasn't been run.
You and your partner haven't formalized and no one has done the DC / MD / VA cross-border tax math.
Federal tax withholding + DC 10.75% top bracket is quietly under-withheld each year.

How we help Shaw 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.

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.

Marriage-penalty and filing-status modeling

Two high W-2s stacked can cost you real money at federal and state brackets. We run the numbers before you decide when — or whether — to formalize.

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 Washington DC

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

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

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

Schedule Your Intro Call

FAQ

Shaw 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