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.
Watch the video below for a walkthrough of our Exit Planning Process.
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!
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 […]
The Importance of Long-Term Care Planning
Long-term care coverage can fill in the gaps other health care insurance leaves behind. Long-term care insurance helps cover the cost of assistance with daily living tasks, including bathing, dressing, eating, and mobility.
How to Make a Wealth-Transfer Plan
A well-designed plan protects your wishes and helps avoid conflict among your heirs. A wealth transfer plan guides the movement of your assets from your estate to your beneficiaries. Baby boomers are already in the throes of the most significant wealth transfer in history.
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 […]
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.