Developing A Clear Vision For Your Future
Do you have enough money to live the life you have grown accustomed to? Learn how our cash flow analysis can monitor, in real time, the effect of current circumstances on your future wealth.
What Makes Us Different
At Interchange Capital Partners we use a cash flow lens to evaluate all your wealth management strategies. Learn more about our process and how we make a difference by watching this video!
4 Reasons Why We’re Passionate About Serving Family Businesses
By Ahmie Baum It can be hard enough to manage your finances when your circumstances are relatively simple, let alone when you have extra challenges due to being a business owner. When you need help, how do you know who to turn to? Who can you rely on to understand your life and guide you […]
Meet Our Team Member: Ahmie Baum
I was raised in a home where helping people was a foundational element of my upbringing. Helping people was my parents’ job (as they both had Phd’s in Education), but it quickly became a passion of mine and a cornerstone of who I am. Another, less jovial formative moment in my youth was my father’s […]
5 Things You Are Getting Wrong About the Main Street Lending Program
This year has been marked with one major theme, change. It came fast and furious leaving a wake of destruction, denial and unanswered questions in its path. Buried beneath all of that has been opportunity for those that have spent the time adapting and adjusting with the current landscape. We believe that there is a […]
Investing During an Election
Elections can move the market, but that doesn’t mean you should change your approach Like any big news event, U.S. presidential elections can cause ripples and even waves in the stock market. In November 2016, for example, Donald Trump’s victory sent Dow Jones Industrial Average futures plunging 900 points on election night, as investors reacted […]
What’s In a Definition?
Clarity, Structure, and Direction Interchange Captial Partners defines Wealth Management as Planning, Relationship Management, and Investment Management.
What’s in a Name?
For some, it is just a name, for us it is a statement of what we are and why we do what we do. Interchange – Take a moment and visualize the largest most complex highway Interchange you can; it sprawls in every direction. That is how clients have told us they view their wealth; […]
Dynasty Helps Another UBS FA Practice Go Independent
Dynasty Financial Partners says it helped another UBS wealth management practice go independent. Ahmie Baum, a four-decade veteran of the financial services industry, has launched Pittsburgh-based Interchange Capital Partners, according to a press release from Dynasty.
$400m ex-UBS team launches Dynasty-backed RIA
Helmed by chief executive Ahmie Baum, the five-advisor team at Interchange managed roughly $400m while affiliated with the wirehouse.