Interchange Capital Partners

An independent registered investment advisor, offering collaborative and comprehensive planning and disciplined wealth management

Based in Pittsburgh, Pennsylvania, with clients across the country, including individuals, families, business owners and entrepreneurs

Strong focus and deep experience with business owners looking to plan for the inevitable: an exit strategy for their company

With decades of experience, Interchange Capital Partners has developed an expertise in both helping our clients understand where they are today, and building comprehensive plans for their future.

This involves providing them with the clarity, evaluation, implementation and monitoring needed to achieve their goals, ranging from retirement to legacy planning. Our strategies include wealth preservation as well as prudent asset allocation, based on cash flow and liability management. We also help business owners grow their business value and prepare them for their next act, whether the transition is through succession or a sale.

With this type of transition planning, we fully consider the impact on our clients’ personal wealth and their family. We take a truly holistic approach to analyzing their financial affairs, with the goal of simplifying the decision-making that’s required for planning, sustaining and transferring assets and finances for the future.

Through collaboration, education and our own accountability, we aim to alleviate the anxiety of the learning curve and the volume of work needed to achieve the outcomes our clients desire.

As an independent firm, we are able to serve our clients as true fiduciaries, with their best interests as our highest priority. We have significant resources to accomplish this.

As part of the Dynasty Financial Partners network, one of the industry’s pre-eminent advisor platforms, we have access to a full array of capital markets and investment banking capabilities. Dynasty provides us with a vast range of investment research and consulting, advanced technology, proprietary analytical tools, and an online research center, and we leverage these advantages on behalf of our clients.

We aim to create a transformative experience for you as we work together to plan around your transition – your next step forward.

The Six Pillars of Our firm

We built Interchange Capital Partners to honor our clients with these six pillars, that underscore our values as advisors, professionals, and people.

Trust

We earn the trust of our clients by taking an objective, unbiased approach and acting in their best interest as a true fiduciary.

Relationships

By listening with genuine care and understanding, we build deep relationships with our clients on a personal level. We rely on our experience and empathy to support our clients and their families.

Accountability

We stand by our process and the resulting recommendations, delivering a differentiated service on a consistent basis.

Collaboration

We work closely with our clients, their families and their trusted advisors to identify their needs, devise smart solutions, and implement effective strategies.

Education

We are thoughtful in our role as advisors and advocate by teaching our clients how to simplify the complexity of their wealth through careful and purposeful decision-making.

Innovation

We remain intellectually curious, committed to learning new and effective means to serve our clients through advanced solutions and new resources.

Our Community

Our team members are proud to actively support a number of wonderful charities in our community, especially Big Brothers Big Sisters, Our Clubhouse and The Humane Society.