Jack Newman

Jack Newman, CFP®

FINANCIAL ADVISER

Office: 703-348-6610

Fax: 855-824-7470

Jack@CraftAssetManagement.com

Jack Newman, CFP® has been working in the wealth management industry since 2010. In that time, Jack has served a wide range of clients, from young families who want to save for college and purchase their first house, to high net worth families and entrepreneurs why have amassed significant wealth. He's also assisted corporations with benefits planning, employee stock option plans, and 401(k) plans and fundraising. Jack was formerly the founder and CEO of Momentus Advisors LLC, a financial planning and asset management firm in Washington, DC. For complete broker registration history see the IAPD site. For a complete advisor registration history, see the Investment Adviser Public Disclosure site at https://www.adviserinfo.sec.gov/IAPD/IAPDSearch.aspx

He graduated from The George Washington University in 2010 with a degree in Business Administration and Finance and earned his CERTIFIED FINANCIAL PLANNER™ designation in 2014.

In his spare time, Jack maintains a healthy balance of eating his way around the new restaurants in the DC area and fitness activities such as rock climbing and obstacle course racing.

 

 

 

Craft Asset Management is a Registered Investment Adviser that provides financial planning, investment management, retirement planning, and works closely with attorneys and other professionals for estate planning purposes. We tailor our services to fit the need of each and every client. As investment advisers we are fiduciaries, and as such are held to the highest standard of conduct and act in the best interest of our clients.

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CONTACT US

  • Office:

    285 Rosedale Lane
    Fort Gay, West Virginia 25514

  • Phone:

    Office: 304.303.9949

    Fax: 858.656.8015

  • Email:

    Evan@CraftAssetManagement.com