Mission statement

Our team provides wealth management strategies to families and corporate executives throughout the United States. We have a niche working with retail executives.

Our main goal is to build a long-lasting relationship with our clients through trust, integrity and meaningful communication. We specialize in portfolio management, asset allocation, stock options, restricted stock, deferred compensation and retirement plans. We view ourselves as holistic wealth managers in reviewing all of our client's assets - whether directly held with us or not. We have the ability to create custom portfolios for clients. Our practice is primarily advisory-based.

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


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

At Rock Cut Investment Group, we are very proud that Financial Advisor Matthew Montalbano was named to Forbes Best-In-State Wealth Advisors in 2024. 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!

 

Introducing RBC Total Wealth

RBC Total Wealth is a way to view your complete financial picture. See your RBC accounts—along with your accounts at other financial institutions you choose to add—–in one convenient place. Access Total Wealth by selecting Sign in above to log into your accounts and then choose Add External Accounts. It’s a simple and secure way to keep your financial life connected to your everyday life.

Turn your financial goals into reality

We help create financial security and peace of mind for individuals, families and businesses by providing a high level of service that meets and often exceeds their expectations. Investors benefit from our customized approach to wealth management because it helps address their current financial needs and achieve their long-term financial goals. We also work closely with our clients’ tax and legal advisors to coordinate the most efficient and effective means for turning financial goals and dreams into reality. Please contact us today to discuss how we can be of service to you.

Gain financial flexibility

Be prepared for many of your financing needs by opening an RBC Credit Access Line. With no cost to set up, no ongoing fees, competitive interest rates and favorable terms, it may be a practical tool to help accomplish your immediate and long-term goals. Contact us today to explore this potentially untapped source of opportunity. 

Global Insight Monthly

Global Insight Cover Image - June 2024Longevity: Cracking the aging code

Science is developing ways to slow, stall, and possibly even reverse ageing. We explore the most promising advances and the link between scientific breakthroughs and intriguing investments.  Read the Global Insight Monthly »

Meet the team

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Learn more about Rock Cut Investment Group.

Latest Insights

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Longevity: How science is extending healthspans

Amid an innovation revolution in biotech that stands to not only transform our lives but also impact investment portfolios, what should investors be looking for?

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