A complete list of active advisors currently associated with Eclipse Wealth Management

Warmer can help you find a great advisor at Eclipse Wealth Management or one who fits your needs even better.

Eclipse Wealth Management, LLC is a newly formed Texas limited liability company that intends to serve individuals and high-net-worth individuals with discretionary and non-discretionary investment management and financial planning services. The firm’s stated planning services include retirement, education, cash flow analysis, insurance review, and coordination of estate and legacy matters. The firm describes an investment approach that combines fundamental analysis and macroeconomic review with strategic asset allocation, periodic rebalancing, and tax-aware positioning, and it may recommend mutual funds, ETFs, equities, fixed income, and cash equivalents. Eclipse also plans to provide portfolio management for individual clients and allows clients to impose reasonable written restrictions on account management. Distinctive features in the brochure include the use of fixed-fee arrangements for certain client relationships and separately billed financial-planning engagements, which the firm notes will be negotiated and documented in writing. The brochure also states the firm does not currently recommend alternative or private-fund investments, will not vote client proxies, and discloses that the owner has full-time employment outside the advisory business — a potential time-allocation conflict the firm says it manages through internal policies.

To learn more about the advisors currently working at Eclipse Wealth Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Anuj Patel	The Woodlands, TX	0

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

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