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.

A time of transition

While U.S. equities have powered forward for more than a year, RBC Capital Markets, LLC’s Head of U.S. Equity Strategy Lori Calvasina tells us why the market should throttle back and deliver gains that hew closer to historical averages. She gives her thoughts on the U.S.’s vexing valuation, whether prospects are better in other markets, and where to find opportunities as shifts in the U.S. market play out. 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.

Latest Insights

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How to protect your aging parents from financial missteps

While the potential for fraud or age-related diseases can't be eliminated, start the conversation now with your parents to mitigate the impact.

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