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

Global Insight Monthly cover - October 2025

AI's big leaps in 2025

AI is seldom out of the headlines in 2025, with defining developments coming one after another. We look at where AI is today and how its promise is matched against technological, economic, and geopolitical challenges. Read the 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.

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