Your financial life deserves more than management.
Most advisors react. We lead.
You have outgrown generic advice. You need someone who understands the complexity of what you have built and knows exactly what to do with it.
You found her.
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Money is not the goal. It is the tool.
Every recommendation is built around how you will actually use your wealth to live.
There is a difference between a financial plan and a financial structure.
A plan tells you where you want to go. A structure determines whether you can actually get there and stay there when the unexpected arrives.
At Eclipse, we design financial structures. That means understanding how every decision connects — your investment mix, your tax timeline, your insurance coverage — and how each one affects every decision you will ever make.
What We Do
Two disciplines. One integrated relationship.
Personal Wealth Planner
Fee-only financial planning aligned with your values, goals, and real life. No products. No commissions. Just clear strategy and someone in your corner at every decision point.
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Dedicated Investment Advisor
Fee-based asset management that prioritizes your interests. Portfolios built around your goals — not a model designed for someone else. Monitored and adjusted as your life evolves.
Asset Management →
Strategic advice helps you make the most of what you've earned.
You have worked too hard to leave this to chance. Let's build something that actually holds.
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