Breaking away from a major firm like Morgan Stanley is no small decision, but for this father-daughter advisor team, it marked the start of something bigger. By launching Eclipse Private Wealth Management, they have combined experience and vision to create a truly independent practice. Their move is evidence of their commitment to personalized client service as well as the growing appeal of independence in the financial world.
Eclipse Private Wealth Management didn’t come together by chance. Behind its foundation is the combined expertise, dedication, and vision of Joel and Alex Freedman—a father-daughter duo with a shared commitment to helping clients achieve their financial goals. Their journey to independence is deeply rooted in decades of industry experience and a passion for building strong client relationships.
Joel Freedman: A Legacy of Leadership in Wealth Management
Joel Freedman’s career in financial services spans nearly 40 years, a testament to his deep expertise and resilience in an ever-changing industry. His professional background includes influential leadership roles at some of the most respected institutions in the financial world. Prior to joining Morgan Stanley, Joel successfully ran an independent boutique practice, where he gained firsthand experience in delivering personalized financial solutions outside the constraints of large firms.
What sets Joel apart is his extensive resume, combined with his credentials and recognition in the field. As a Certified Private Wealth Advisor® (CPWA®), he possesses specialized knowledge in addressing the complex financial needs of affluent clients. His experience has earned him recognition on Barron’s and Forbes’ prestigious lists of top financial advisors, further solidifying his reputation as a trusted authority in wealth management.
Throughout his career, Joel’s philosophy has centered on understanding each client’s unique goals. Whether navigating market shifts or planning for life’s significant moments, his steady leadership has been a cornerstone of his success. With Eclipse, Joel brings this same commitment and depth of experience to an independent platform where clients’ interests take center stage.
Alex Freedman: A Fresh Perspective on Financial Advising
Alex Freedman didn’t take the conventional path into financial advising, but her unique background has become one of her strongest assets. As a collegiate athlete, she developed resilience, discipline, and a competitive spirit—qualities that have carried over into her professional life. Her transition into financial services showcases her adaptability and determination to succeed in a demanding field.
At Eclipse Private Wealth Management, Alex serves as the Senior Wealth Advisor, following her years of growth and experience at Morgan Stanley. Her role focuses on building meaningful relationships with clients. It’s her ability to connect on a personal level that has earned her respect and trust among the families she works with.
Blending Tradition with Innovation
Alex’s dedication to clients, combined with her fresh perspective, adds a modern touch to the Freedman team. She thrives in creating tailored strategies that address both immediate needs and long-term goals. Together with her father, Alex brings a balance of tradition and innovation to Eclipse, redefining what it means to provide truly independent financial advice.
Stepping into the world of independent financial advising can be daunting, but Joel and Alex Freedman didn’t hesitate. With their combined expertise and a clear vision for putting clients first, they knew independence was the right move. By launching Eclipse Private Wealth Management, they have created a practice that balances personalized service with the support of top-tier partnerships and technology.
Sanctuary Wealth: A Strong Foundation
Building a successful independent firm demands the right infrastructure. By affiliating with Sanctuary Wealth, Joel and Alex gained access to a robust platform that supports them in running their business smoothly.
Sanctuary provides the freedom to operate independently while offering critical back-office support, compliance oversight, and advanced tools. For the Freedmans, this partnership bridges the gap between running their firm and having the necessary resources to meet client needs at a high level. They retain full control over their practice while benefiting from the extensive, scalable support Sanctuary Wealth is known for.
“Eclipse Private Wealth Management embodies creating a fully integrated, forward-thinking advisory practice,” says Joel Freedman. “Alex and I have partnered with trusted leaders in the financial industry to enhance our client services.”
Key partner in providing tailored philanthropic solutions for clients prioritizing charitable giving.
They have selected BNY Pershing as their custodian, ensuring that clients’ assets are safeguarded by a firm known for its financial trust and reliability. Additionally, their collaboration with Renaissance Charitable Foundation allows them to provide tailored philanthropic solutions, helping clients who prioritize charitable giving make a meaningful and tax-efficient impact.
Technology as a Cornerstone of Client Service
Technology integration also plays a central role in their practice. At the heart of their operations is eMoney, a financial planning tool that simplifies complex scenarios. This advanced platform enhances the way they design plans, track progress, and communicate with clients.
These partnerships and technologies are enablers for a more dynamic approach to financial advising.
Creating a successful independent advisory firm requires a strong team dynamic and seamless support to ensure every client feels valued. Eclipse Private Wealth Management thrives on collaboration and mutual respect, with each team member playing a vital role in its success.
Joel and Alex Freedman’s partnership is the heart of Eclipse Private Wealth Management. Their dynamic balances experience and innovation, blending decades of industry knowledge with fresh perspectives on modern wealth management.
Working as a father-daughter team brings a level of trust and understanding that’s hard to replicate. It’s a partnership grounded in respect and shared values, both personally and professionally. Joel’s depth of experience offers clients a steady hand and a seasoned outlook, while Alex brings energy, adaptability, and a knack for connecting with clients on a personal level.
At Eclipse Private Wealth Management, the client is the business. The Freedman team is dedicated to building a firm entirely focused on understanding and addressing the unique financial goals of every individual and family they serve.
Eclipse Private Wealth Management operates with a singular focus: tailoring every financial strategy to meet the specific needs of its clients. Unlike cookie-cutter solutions often found at larger financial firms, the Freedmans use advanced tools and data-driven insights to create plans that are as unique as the people they serve.
For clients seeking to make a greater impact with their wealth, Eclipse Private Wealth Management offers specialized support for charitable giving. In partnership with the Renaissance Charitable Foundation, Eclipse provides clients with innovative tools to make their giving more intentional and tax-efficient.
A New Era in Independent Financial Advising
The Freedmans’ move to independence marks a bold step toward redefining what personalized financial advising can look like. By founding Eclipse Private Wealth Management, the Freedmans have created an environment where client interests truly come first, supported by innovation, experience, and a shared passion for delivering exceptional service.
As the financial industry continues evolving, the shift toward independent firms is likely to grow. Eclipse has made itself an example of how independence can foster deeper client connections, greater flexibility, and a forward-thinking approach to wealth management. Looking ahead, the Freedmans’ journey offers insight into what the future of financial advising may hold—one where trust, innovation, and personalized service take precedence.
