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Introducing Troy, Our Newest Team Member
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, we are adding qualified, experienced, passionate professionals to our team so we can continue to provide unparalleled service. As such, we wanted to introduce you to our newest addition, Troy […]
Meet Our Team Member: Evan Fitzpatrick
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 to become a financial advisor. From a practical standpoint, it doesn’t seem like the best timing—it would be like someone deciding to become a real estate agent during the housing […]
It’s Interchange Capital Partners’ First Anniversary!
By Ahmie Baum What a year it’s been! One year ago (in the midst of a pandemic, no less), we opened the doors of Interchange Capital Partners with the goal of helping individuals, families and business owners navigate the complexities of their financial lives. We wanted to take a moment to not only celebrate this […]
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.
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; […]