#18 Impactful Wealth Transition Planning w/ Ahmie Baum | Founder & CEO at Interchange Capital Partners

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Ahmie E. Baum (https://www.interchangecp.com/) is the CEO of Interchange Capital Partners. Using a collaborative and comprehensive process developed over 40 years of practice in financial services, Ahmie has built a team that has a passion for what they do and that executes for each client’s unique needs. He and his team consistently strive to deliver a “WOW” client experience. Ahmie is committed to giving his clients the guidance, education, and resources they need to make wise financial decisions that help them grow and protect their wealth while achieving their goals.  

Interchange Capital Partners works in a specialized area of transition planning by unlocking a lifetime of work. They work with business owners, medical professionals, accountants, and other professionals in order to help them manage their financial affairs and generational wealth building with optimum efficiency. Making mistakes with wealth building can impact generations of your family, and getting it right requires a different model and approach than what’s considered the standard.   

LinkedIn: https://www.linkedin.com/in/ahmiebaum/

Website: https://www.interchangecp.com/

Twitter: https://twitter.com/InterchangeCP

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