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.
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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
  • Saving or Investing: Is There a Difference?
    Financially speaking, the terms "saving" and "investing" are often used interchangeably. But the concepts behind these terms actually have some important differences.
  • Investor, Know Thyself: How Your Biases Can Affect Investment Decisions
    Traditional economic models are based on a simple premise: people make rational financial decisions that are designed to maximize their economic
  • Open Enrollment Season Is Here: Give Your Benefits a Check Up
    Open enrollment season is your annual opportunity to review your employer-provided benefit options and make elections for the upcoming plan year.
  • Do I have to pay an additional tax on investment income?
    You might, depending on a few important factors.
  • How can I manage the net investment income tax?
    If you are subject to the 3.8% net investment income tax, there are strategies that may help you manage that tax. The tax is applied to the lesser of your net
    
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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
To view more information regarding our offices, services and members of our team, click the title above.
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 Securities and Investment Advisory Services offered through NFP Advisor Services, LLC (NFPAS), member FINRA/SIPC.   NFPAS is not affiliated with The Monteverde Group, LLC.  NFPAS does not offer tax or legal advice.

This site is published for residents of the United States only. Registered Representatives and Investment Advisor Representatives of NFP Advisor Services, LLC 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 Advisor Services, LLC 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.