The Pursuit of Exceptional
We center everything we do on you and your family – putting your needs above all else and working every day to earn your trust and build multi-generational relationships.
Our mission is simple – to “pursue the exceptional” in all we do for you – and we have aligned comprehensive services, industry-leading resources, and advanced technology to enhance your experience every step of the way.
Our Advantage
LONG-TERM PERSPECTIVE
DECADES OF EXPERIENCE
HIGHLY PERSONAL SERVICE
MULTI-GENERATIONAL RELATIONSHIPS
A Brand of “New Beginnings”
Our founder, Joel Freedman, started his career at his own boutique independent firm and spent many years at big traditional banking and wirehouse firms. As the industry changed and the needs of clients evolved, we decided it was time to get back to our roots and embrace the benefits of independence for our clients.
“Eclipse” is symbolic for “renewal” or “new beginnings” – and reflects our renewed commitment to independence, deep-rooted optimism in tomorrow, and unwavering focus on empowering clients to shape abundant futures from one generation to the next.
Benefits of Independence
Our independence reinforces our fiduciary commitment to protecting your best interests and allows us to provide a full spectrum of benefits to you and your family.
Objective advice without product pushing
Access to a wide array of investments and alternatives
Leading research from across the industry
Trusted custodians to safeguard assets
Advanced third-party technology and tools
Access to multiple
banks and specialists
Transparent reporting
and communication
Coordination with your
CPAs and attorneys