Freedman’s commitment to excellence in wealth management is driving growth and client satisfaction.
(PRUnderground) April 18th, 2025
Eclipse Private Wealth Management is celebrating its one-year anniversary as an independent advisory firm under the leadership of founder and Managing Director Joel R. Freedman, CFP®, CPWA®.
Based in Radnor, PA, Eclipse provides customized financial planning, comprehensive wealth management, and investment solutions to help clients across the country and around the world protect family wealth, manage risk, and secure a brighter future.
“It’s been an exciting and successful first year as an independent firm,” said Joel Freedman. “Our success is a testament to our unwavering dedication to clients and our ongoing commitment to protecting their best interests and empowering them to pursue their goals.”
With a client-focused approach and nearly four decades of personal industry expertise, Joel Freedman continues to position and distinguish Eclipse through a deep understanding of complex financial landscapes, personalized financial strategies, and exceptional client service.
Mr. Freedman founded the organization with his daughter, Alex Freedman, who serves as Senior Wealth Advisor at Eclipse. They are supported by Gwen Saunders, who serves as Client Relationship Manager and plays a key role in ensuring exceptional service, building strong relationships, and providing tailored support to help clients achieve their financial goals.
“At Eclipse Private Wealth Management, we take pride in creating financial strategies that align with our clients’ unique needs,” said Alex Freedman. “We are grateful to our loyal clients and look forward to empowering their financial futures and shaping new possibilities together.”
About Joel R. Freedman, CFP®, CPWA®.
Joel Freedman, CFP®, CPWA® serves as Managing Director at Eclipse Private Wealth Management, leading a team that offers tailored wealth management solutions to a select global clientele. With over 40 years of experience, he specializes in helping clients achieve their financial objectives through customized investment strategies and comprehensive financial planning. Freedman holds both the Certified Financial Planner® and Certified Private Wealth Advisor® designations, reflecting his extensive training and commitment to professional excellence. For more information about Joel Freedman, please visit https://eclipseprivatewealthmanagement.com/team/joel-r-freedman-cfp-cpwa.
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/.
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Original Press Release.
