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
  • Can You Make Some Green by Investing Green?
    The release in April of the long-awaited report from the United Nations' Intergovernmental Panel on Climate Change has spurred renewed discussion of ways to combat
  • Charitable Gifts of Items You No Longer Need
    If you have used clothing, household goods, or a car that you no longer need, you may be able to do good by contributing the property to charity while
  • Why Not Make Your Next Trip a Volunteer Vacation?
    Is your idea of a perfect vacation spending time alone on a beach with a good book? Or would you prefer a more active vacation where you are part of a group, constantly
  • Have the rules for 401(k) in-plan Roth conversions changed?
    Yes. Thanks to the American Taxpayer Relief Act of 2012 (ATRA), the rules for making 401(k) in-plan Roth conversions have gotten substantially easier.
  • Is there a new one-rollover-per-year rule for IRAs?
    Yes--starting in 2015.
    
PreviousNext
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
To view more information regarding our offices, services and members of our team, click the title above.
Tell A Friend Tell A Friend
 
 
 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.