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

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This Office

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