RADNOR, Pa.--(BUSINESS WIRE)--Eclipse Private Wealth Management is proud to announce the launch of its new independent advisory firm.
Eclipse provides customized financial planning, comprehensive wealth management and investment solutions, and highly personal service to help clients across the country and around the world protect family wealth, manage risk and secure a brighter future for generations to come.
Eclipse will be led by the father-daughter team of Joel R. Freedman, CFP®, CPWA® and Alex Freedman. Prior to starting Eclipse, Joel and Alex worked together at Morgan Stanley helping clients pursue their financial objectives through tailored investment strategies, comprehensive financial planning, and guidance for imperative decision-making.
Joel is the Managing Director at Eclipse. He has nearly 40 years of experience, is a CERTIFIED FINANCIAL PLANNER® professional and holds the Certified Private Wealth Advisor® designation. He has also been recognized as part of Barron’s Top 1,200 Financial Advisors: 2017-2021, 2024; Forbes Best-in-State Wealth Advisors: 2018-2024; and Forbes Best in State Wealth Management Teams: 2023-2024*. 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.
“We’re excited to launch Eclipse, get back to our independent roots, and embrace the freedom to do more for clients,” said Joel Freedman. “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.”
Alex serves as Senior Wealth Advisor and provides a wealth of knowledge to help clients achieve their financial goals. Prior to 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.
“We created Eclipse to pursue and unlock the exceptional in all we do for clients,” said Alex Freedman. “To do so, we have aligned comprehensive services, industry-leading resources, and advanced technology to enhance your experience every step of the way.”
Joel and Alex are supported by Gwen Saunders, Client Relationship Manager, who has been an integral part of the team for nearly 10 years. 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 trusted partners, resources and technologies to help ensure the delivery of an exceptional experience, including Sanctuary Wealth, BNY Pershing, Renaissance Charitable Foundation (RCF), and eMoney.
Sanctuary is an industry-leading platform that gives Eclipse access to an array of infrastructure support, investment vehicles, and unique opportunities. 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 provides 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.
About Eclipse Private Wealth Management
Eclipse is an independent advisory firm committed to customized financial planning, comprehensive wealth and investment solutions, and highly personal service to help clients protect family wealth today and secure a brighter future for generations to come. For additional information, please visit: https://eclipseprivatewealthmanagement.com/.
*Barron’s Top 1,200 Financial Advisors (2017 – 2021, 2024), created by Barron’s. Most recently received in 2024 based on data gathered from Oct 2022 to Sept 2023.
Forbes Best-in-State Wealth Advisors (2018-2024), created by Forbes/SHOOK Research. Most recently received in 2024 based on data gathered from Jun 2022 to Jun 2023.
Forbes Best in State Wealth Management Teams (2023-2024), created by Forbes/SHOOK Research. Most recently received in 2024 based on data gathered from Mar 2022 to Mar 2023.
No fees were paid to be included in the above rankings or to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary.
