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.
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
  • A View of Health Care from Around the World
    The United States health-care system has been impacted by the Affordable Care Act (ACA). But how does delivery of health care in the United States compare to that of
  • Retirement Myths and Realities
    We all have some preconceived notions about what retirement will be like. But how do those notions compare with the reality of retirement? Here are four common
  • How the Windsor Decision Affects Retirement Plans
    Spouses of employer-sponsored retirement plan participants have certain rights when it comes to the plans. Because of this, the legal definition of "spouse" is
  • Why are you paying more at the pump?
    Have you ever stood at the pump wondering why you're paying so much to fill up your vehicle? The answer is ... complicated. According to the U.S. Energy Information
  • Chart: Ten-Year History of U.S. Average Gas Prices
    Gas prices fluctuated widely in 2008, peaking at a high of $4.11 during the second week of July, then plummeting to $1.81 by the first week of December. Since 2008,
    
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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.