Welcome to The Monteverde Group, LLC - Wheeling
Thank you for taking the time to visit our site. The Monteverde Group, LLC is a financial services firm with offices in Wheeling, WV; Pittsburgh, PA and Bonita Springs, FL. We define our role as advocates on behalf of businesses and families who require highly specialized financial and advisory services.

The Monteverde Group, LLC is a pioneering organization serving clients across the United States. With our technological links to the global market, access to major policy making organizations, and a network of financial talent and experience, we have the resources and scope to offer our clients a variety of solutions. We are committed to providing personalized service to help our clients realize their goals and to pass on the fruits of their success to those they love.

Our client relationships are built upon Trust and Confidentiality. Reliability, knowledge, empathy, and responsiveness are the four elements which inspire all that we do. We have a strong desire to earn the client's trust through competent and informed caring. We ensure that the financial and tax planning solutions we provide are based upon extensive market research, unique financial insight and comprehensive planning with independence and integrity.
Latest Video Client Alert
Services
Specializing in:
  • Wealth Management
  • Oil & Gas Lease Financial Planning
  • Wealth transfer planning
  • Retirement Plan Consulting
  • Financial Planning
  • Charitable Giving Strategies
  • Business Succession
  • Executive Benefits
  • Post Career Financial Management
  • Health & Welfare
  • Life & Disability Insurance
Newsletters
  • It's December 31. Do You Know Where Your Money Is?
    December and January are the perfect months to look back at what you earned, saved, and spent during the past year, as W-2s, account statements, and other year-end
  • What's In Store for Health-Care Reform in 2014
    While the Affordable Care Act (ACA) became law in 2010, several of the more substantive provisions of the law don't take effect until 2014. Here's a review
  • Should You Roll Your 401(k) to an IRA?
    If you're entitled to a distribution from your 401(k) plan (for example, because you've left your job, or you've reached age 59½), and it's rollover-eligible, you may
  • What will happen to my digital assets if I die or become incapacitated?
    In today's digital age, many individuals live at least a part of their life online. Whether you share your life with others through e-mail,
  • What can I do to protect my username and password information from computer hackers?
    At one time, computer hackers were viewed as a few rogue individuals who mainly worked alone. Today, many hackers are part of highly
    
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Quick Links
Account Access:

On-line client account information is available through mystreetscrape. If you do not currently have access to your account(s) on line via mystreetscape, please contact your advisor (1-304-905-0641) at your convenience to obtain access.

The Monteverde Group, LLC
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 Securities and Investment Advisory Services offered through NFP Securities, Inc., Member FINRA/SIPC.. NFP Securities, Inc. is not affiliated with the Monteverde Group, LLC

This site is published for residents of the United States only. Registered representatives and investment adviser representatives of NFP Securities, Inc. may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact the NFP Securities, Inc. Compliance Department at 512-697-6000.

This communication is strictly intended for individuals residing in the state(s) of FL, KY, MO, NY, NC, OH, PA, SC, TN and WV. No offers may be made or accepted from any resident outside the specific states referenced.