Eclipse Private Wealth Management Streamlines Wealth Management

Eclipse Private Wealth Management is a game-changer for individuals and families looking to streamline their wealth management. By leveraging cutting-edge technology and expertise, they can simplify complex financial situations and make informed decisions.

Their team of experienced professionals takes the time to understand each client's unique goals and objectives, providing tailored advice and guidance. This personalized approach sets them apart from other wealth management firms.

Eclipse Private Wealth Management's streamlined approach allows clients to focus on what matters most - their financial well-being and personal goals.

Eclipse Private Wealth Management has launched a new independent advisory firm, led by the father-daughter team of Joel R. Freedman, CFP, CPWA and Alex Freedman.

Joel Freedman has nearly 40 years of experience and is a CFP professional and Certified Private Wealth Advisor. He 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.

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.

The firm's in-house team of professionals will be complemented by many trusted partners, resources, and technologies, including Sanctuary Wealth, BNY Pershing, Renaissance Charitable Foundation (RCF), and eMoney.

Eclipse is headquartered in Radnor, PA.

The firm's Managing Director, Joel Freedman, is committed to helping clients simplify the complexities of wealth and achieve greater confidence and comfort.

Hawksmoor co-founder Max Weatherby has a rich family history, with his ancestor James Weatherby starting the General Stud Book in 1791, which included the first recorded racehorse, Eclipse, considered the greatest of its day.

Eclipse, the racehorse, is the namesake of the new private office, Eclipse Private Office, launched by Weatherby and David Till.

Max Weatherby comes from a strong financial background, having worked as a head of investment management at Hawksmoor.

The venture, Eclipse Private Office, will provide wealth consulting services to ultra-high-net-worth clients from its bases in London and Bury St Edmunds.

Eze Eclipse is a front to back solution for emerging managers, allowing them to monitor extensive real-time and historical portfolio, benchmark, and individual security performance.

With Eze Eclipse, investment managers can effortlessly reconcile positions, cash, and transactions to third parties, and meet investor mandates and industry regulations with pre-and post-trade compliance checks.

The Eclipse interface is powerful, clean, and intuitive, enabling users to quickly become product experts and reduce ramp-up times.

Eze Eclipse is a cloud-based application, making it essentially plug-and-play, and reducing ramp-up time, which was critical for some users.

The Eze Eclipse platform centralizes the book of record on one platform, and provides trade efficiency through optimized order routing, pre-defined allocation schemes, on-the-fly allocation tools, and key data summaries.

Investment managers who partner with Eze can expect a dedicated service organization that prioritizes their needs and invests in their partnership.