How we serve you

We take the time to understand what matters most to our clients, creating personalized wealth plans that grow and adapt through every stage of life. Trust is built through thoughtful guidance and a deep understanding of each client's unique goals.

Our expertise in retirement planning sets us apart. We help clients prepare for the future with strategies built on thorough analysis–not headlines–so they can enjoy the retirement they've worked hard for. When the right path forward calls for a different approach, we're ready to lead the way.

What is important to you?

Professional wealth management helps you clarify what matters most, prioritize your goals, and build a plan to achieve them. Supporting the financial side of those goals is at the core of what we do. We often help our clients:

  • plan for retirement, including creating a reliable income stream
  • fund education for a child or grandchild
  • prepare for a major purchase or life event
  • protect their income and provide for their family
  • setting up a trust to guide and protect future generations

Contact us today to discuss how we can help you achieve your goals.

At Rock Cut Investment Group, we are very proud that Financial Advisor Matthew Montalbano was named to Forbes Best-In-State Wealth Advisors in 2025. It’s an honor to have a teammate nationally recognized as one of the best in the industry—because it means we are serving our clients well. Congratulations, Matt!

 

Global Insight Monthly

GI Monthly

Climbing the wall of worry

Financial markets need the reopening of the Strait of Hormuz. This would permit inflation to subside, keep bond yields in check, head off a renewed central bank tightening cycle, and improve the prospects for corporate earnings.

Read more in Global Insight Monthly

Let's take the next step together

We would love the opportunity to learn more about your financial goals and explore how we can support you in achieving them. Please contact us at 815-637-7886, matthew.montalbano@rbc.com, or fill out the form to schedule a meeting. We look forward to hearing from you.

Contact

Rock Cut Investment Group

815-637-7886
matthew.montalbano@rbc.com

Meet the team

Rock Cut Team photo

Learn more about Rock Cut Investment Group.

Latest Insights

Stepping stones

Equity bull cycle intact but rising long-term rates are a growing risk

The technical backdrop for equity markets remains positive with healthy participation across sectors. However, a breakout by U.S. long-term rates above their 2.5-year trading ranges would risk the equity market cycle that began in Q4 2022.

Read more
South Korea

Anatomy of the South Korean equity rollercoaster ride

Unprecedented volatility has South Korean equities in the spotlight. The MSCI Korea Index surged 150 percent to its June peak before a selloff of 25 percent within a month. We explore the impetus for this and where we believe the market is heading.

Read more