Eclat Wealth Advisors

Eclat Wealth Advisors is a fee‑only investment adviser that provides wealth management and financial planning to individuals and high‑net‑worth clients. The firm offers discretionary and non‑discretionary portfolio management, held‑away account advisory (read‑only recommendations for employer‑sponsored retirement plans), and one‑time fixed‑fee financial planning engagements.

The firm’s investment approach combines modern portfolio theory and fundamental analysis and may use both passive and active vehicles (stocks, bonds, mutual funds, ETFs and cash equivalents) to implement client asset‑allocation targets. Clients receive tailored investment policies and may impose reasonable restrictions; the firm also offers socially conscious options and periodic account reviews as part of its planning and management services.

A notable feature is the firm’s affiliation with a related accounting and tax practice operated by the principal, disclosed as a separate business and used for coordinated tax and planning work while maintaining separate engagements and billing. The adviser also highlights one‑time, tiered flat‑fee planning roadmaps targeted at higher‑net‑worth clients and provides held‑away advisory services—capabilities that are less common among firms in this regulatory category and are specifically disclosed in its Form ADV.