RADNOR, PA — Eclipse Private Wealth Management has officially launched, offering customized financial planning and comprehensive wealth management services. Headquartered in Radnor, Pennsylvania, the firm aims to help clients across the globe secure and manage their wealth for future generations.
The firm is spearheaded by Joel R. Freedman, CFP®, CPWA®, and his daughter, Alex Freedman. Joel, serving as Managing Director, brings nearly four decades of financial expertise and has been recognized by Barron’s and Forbes for his advisory excellence. Previously, both Joel and Alex held positions at Morgan Stanley, crafting tailored investment strategies and guiding clients through complex financial decisions.
Joel Freedman stated, “We’re excited to launch Eclipse, get back to our independent roots, and embrace the freedom to do more for clients.” The firm emphasizes a planning-based approach, aiming to simplify financial complexities and enhance client confidence.
Alex Freedman, Senior Wealth Advisor, adds a dynamic perspective with her background in athletics and international competition. “We created Eclipse to pursue and unlock the exceptional in all we do for clients,” she explained, underscoring the firm’s commitment to leveraging advanced technology and comprehensive services.
Supporting the founders is Gwen Saunders, Client Relationship Manager, who has been with the team for nearly ten years. Saunders is dedicated to anticipating client needs and delivering access to Eclipse’s full spectrum of resources.
Eclipse Private Wealth Management aspires to deliver highly personalized service, ensuring each client’s financial path is both secure and prosperous.
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