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.