The best returns are more than financial

Mission statement

With almost 85 years of combined investment experience, The Rock Cut Investment Group helps individuals, families and corporate executives achieve their financial goals through customized financial and investment strategies. Our clients view us as a trusted advisor, or wealth manager, in helping to achieve their retirement, education, charitable, insurance, estate planning, and wealth management needs. As a team, we provide clients a high level of expertise through our consulting and asset management services in pursuit of financial independence and a superior quality of life.

"Leverage gives the appearance of wealth.  Savings is wealth."

– Former Merrill Lynch CFO Nelson Chai, prior to his ouster in 2008.

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2018 Market Outlook "Irrational in Exuberance"

Sep 13, 2018 03:30 PM - Sep 13, 2018 07:30 PM Central Daylight Time
Franchesco's Ristorante 7128 Spring Creek Road Rockford, IL

Featuring highly accomplished guest speaker, Robert Carey, CFA Chief Market Strategist

Hosted by:

Thomas J DiPasquale - Senior Vice President - Branch Director

Matthew Montalbano - Senior Vice President - Financial Advisor

Daniel Showers, ChFC® - Vice President - Financial Advisor 


5:30 Appetizers and guest registration

6:00 pm Dinner is served

6:30 pm Presentation by Robert Cary, CFA / Discussion with Q&A

7:30 pm Event Concludes 


The new face of wealth and legacy

A study commissioned by RBC Wealth Management and conducted by The Economist Intelligence Unit (EIU) has revealed that the definitions of wealth and legacy are shifting among high-net-worth individuals in the U.S. Rather than focus on wealth preservation or the traditional transfer of assets, Americans are increasingly concerned with the impact of their money over their lifetime and beyond. To learn more about this transformation and other interesting findings, download the full report.

We’re in the “correction” camp

We make the case that the correction will give way to a renewed advance in share prices and offer some thoughts on how to prepare portfolios for the challenges likely to come with an aging, slowing economic expansion. Read the full economic outlook in the latest edition of Global Insight.

Lessons in legacy with the Cousteau family: The importance of planning

Jacques Cousteau was a visionary of his time. Today, his grandchildren preserve the family’s values through their work as environmental advocates and storytellers.

Taking the next step

Whether you're a current client who would like to review your portfolio or a potential client that would like to learn more about our approach, we would love to hear from you.  To set up a consultation click Contact.

Meet the team

Learn more about Rock Cut Investment Group.




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