Eric delivers customized wealth management solutions to high-net-worth C-suite executives, entrepreneurs, and family offices. His role is to synchronize the execution of investment strategies with estate and tax planning through a collaborative approach to help clients achieve complete wealth management.
Eric joined IHT by way of Morgan Stanley where he was a Financial Advisor and Alternative Investments Director working with Ultra-High Net-Worth clients. At Morgan Stanley, Eric also served as a National Strategic Partner to other financial advisors across the firm looking to leverage his expertise in alternative assets to achieve greater diversification. Throughout the years, Eric has developed deep knowledge in navigating complex financial situations. He conducts business for IHT Wealth Management under the dba Eclipse Private Wealth Management.
If you are a business owner looking for deep expertise in pre-exit planning, have already sold a business, are a corporate executive planning for the future, or a family office looking for additional investment expertise please contact Eric to get the conversation started.