Blog

Sep 22, 2020

What’s In a Definition?

Private Wealth Management

Clarity, Structure, and Direction Interchange Captial Partners Definition:

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Sep 03, 2020

What’s in a Name?

Videos

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 […]

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Nov 17, 2021

Meet Our Team Member: Kathy Saksa

In The News

By Kathy Saksa My parents gave me (and my five siblings) the best example of hard work, dedication, and perseverance—values that became ingrained into my […]

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Oct 12, 2021

Breast Cancer Awareness Month: A Cause Worth Advocating For

In The News

By Ahmie Baum We often become compassionate about a mission when an experience touches our personal lives. While some know, many here may not; I […]

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Oct 12, 2021

Meet Our Team Member: Kendra Kasznel Reilly

In The News

By Kendra Reilly, CFP®, CIMA®, CEPA® I learned the value of a dollar and the importance of being a good steward of your financial resources […]

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Oct 08, 2021

Do Your Business Owner Contacts Need Financial Guidance? We’re Here to Help.

Business Owners

By Ahmie Baum The world is changing rapidly, and it can be hard to keep up. This unprecedented uncertainty has led to added stress as […]

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Sep 30, 2021

Struggling to Keep Personal & Business Wealth Separate? We’re Here to Help.

Business Owners

By Brian Baum, CFP® and Kendra Reilly, CFP®, CIMA® We all know that running a business is tough. And as a business owner who has […]

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Sep 20, 2021

Introducing Troy, Our Newest Team Member

In The News

By Troy Martin We’re pleased to announce that our Interchange Capital Partners team is growing! As we serve more clients and offer customized, comprehensive services, […]

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Sep 10, 2021

Meet Our Team Member: Chris Duerr

In The News

By Chris Duerr, CFA® CFP® I grew up in a family of medical professionals. As a kid, I remember my dad’s pager going off at […]

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Sep 08, 2021

Do You Have Too Much Personal Wealth Tied to the Family Business?

Business Owners

By Ahmie Baum If you’re like many business owners, most of your personal wealth is tied up in your business. This is great news, because […]

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Aug 12, 2021

How Advisors Can Help Clients Give New Life to Family Businesses

Business Owners

Barron’s Magazine speaks with Ahmie and Brian Baum about how advisors can help clients give new life to family businesses by improving collaboration and articulating […]

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Aug 11, 2021

Meet Our Team Member: Evan Fitzpatrick

In The News

By Evan Fitzpatrick Thinking back to the Great Recession of 2007-2009 strikes fear in many hearts. But, ironically, that financial crisis is what motivated me […]

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