Eclipse Private Wealth Management announced the launch of its new independent advisory firm. Eclipse will be led by the father-daughter team of Joel R. Freedman, CFP, CPWA and Alex Freedman. Before starting Eclipse, Joel and Alex worked together at Morgan Stanley, helping clients pursue their financial objectives with customized investment strategies, comprehensive financial planning, and guidance for imperative decision-making.
Eclipse offers customized financial planning, comprehensive wealth management, investment solutions, and highly personal service to help clients across the country and worldwide protect family wealth, manage risk, and secure a brighter future.
Joel Freedman is the Managing Director at Eclipse. And he has nearly 40 years of experience, is a CFP professional and holds the Certified Private Wealth Advisor designation. Joel started his career at his own boutique independent firm and spent many years at big traditional banking and wirehouse firms, including Morgan Stanley, Wachovia Securities, and Investec.
Alex serves as Senior Wealth Advisor and provides knowledge to help clients achieve their financial goals. Before being a financial advisor, Alex graduated from Middlebury College where she played varsity lacrosse and was a member of the 2016 Division III NCAA National Championship team. She also represented Israel as an athlete and a coach in international competitions.
Joel and Alex are also supported by Gwen Saunders, Client Relationship Manager, who has been an integral part of the team for nearly ten years. And Gwen works closely with clients and prides herself in anticipating clients’ needs, helping them manage their cash flow, navigating life changes, identifying goals and delivering access to the full array of resources available at Eclipse.
Eclipse’s in-house team of professionals will be complemented by many trusted partners, resources and technologies to help offer the delivery of an exceptional experience, including Sanctuary Wealth, BNY Pershing, Renaissance Charitable Foundation (RCF), and eMoney.
Sanctuary is an industry-leading platform that provides Eclipse access to an array of infrastructure support, investment vehicles, and unique opportunities. And BNY custodies over $40 trillion and is the longest standing operating bank in the U.S., surpassing 235 years – and serves as Eclipse’s custodian to ensure the safety of assets. RCF connects Eclipse and its clients with smart charitable giving solutions. eMoney offers technology solutions and services that enhance Eclipse’s focus on delivering holistic financial planning to clients.
Eclipse Private Wealth Management is headquartered in Radnor, PA.
KEY QUOTES:
“We’re excited to launch Eclipse, get back to our independent roots, and embrace the freedom to do more for clients. We are a planning-based firm committed to helping clients simplify the complexities of wealth, manage their complete financial needs, and achieve greater confidence and comfort so they can enjoy life.”
– Joel Freedman
“We created Eclipse to pursue and unlock the exceptional in all we do for clients. To do so, we have aligned comprehensive services, industry-leading resources, and advanced technology to enhance your experience every step of the way.”
– Alex Freedman
