Craig Morgenstern (CFA, CFP)

Craig Morgenstern focuses in the
following client markets or areas of practice:

  • Baby Boomers
  • Charitable Giving
  • Corporate Executives
  • Estate & Generational Planning Issues
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management

Planning Specialties

Craig is a Private Client Advisor with Rockwood Wealth Management. He is committed to providing complex family groups with comprehensive wealth management advisory services which are independent, objective, and conflict-free. He is an experienced investment professional having served in a private family office, equity hedge fund, and outsourced chief investment office.

Additional Information

Craig was raised in Central New Jersey and maintains a deep commitment to the community serving on the Board of Trustees of The College of New Jersey Foundation and as a member of the James A. Michener Art Museum Corporate Business Partners Advisory Board.

Craig is a CFA charterholder and earned Bachelor’s degrees in Finance and Accounting from the University of Maryland. As the son of a CPA, the apple doesn’t fall far from the tree. Craig serves as an advocate for his clients, providing independent, objective, and conflict-free financial planning and wealth management services.

Craig has diverse professional experience, spanning the range of supporting the execution of strategic M&A transactions and IPOs to researching small company stocks at a boutique hedge fund. He has advised complex family groups and institutions on investment policy, portfolio construction, and tax-efficient implementation.

Craig lives with his wife, Brooke, an equestrian and Bucks County native, their two daughters, and a black Labrador. Nowadays, you can find him on the golf course, enjoying a single malt Scotch, and spending time with his family throughout the many parks in the area.

NAPFA Start Date

July 20, 2018


This Office

6464 Lower York Rd New Hope, PA 18938-9654 Phone: (267) 983-6400 Fax: (888) 753-8777