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.
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:
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!
Equity markets have followed diverse paths in the first three months of 2025. We think several factors are now in play that will influence the direction they take from here. Read the Global Insight Monthly »
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.
Learn more about Rock Cut Investment Group.
The U.S. equity market has taken investors on a bumpy roller coaster ride, leaving some of us queasy. We discuss what drove the rally, lingering risks, and the market’s potential from here.
U.S. government borrowing costs on longer-maturity debt have risen more quickly than on shorter-maturity debt since so-called reciprocal tariffs were announced. We discuss what drove that reaction and why the difference is likely to persist.
