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.