Welcome to The Monteverde Group LLC

The Monteverde Group LLC

Three Gateway Center, Suite 2300
Pittsburgh, PA 15222
(412) 391-0419
1-800-722-0098

The Monteverde Group, LLC is a financial advisory firm with offices in 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 expertise, 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.


Become a Client

Becoming a client with us is as easy. Click here to fill out our contact us form and we will contact you shortly.  

 
Calculators

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Capital Gains Taxes

Estimate short-term and long-term federal capital gains taxes

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

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Newsletters

Charity That Pays

By organizing your giving, you can make it more effective, allowing your largess to benefit not only the intended charity, but potentially yourself and your heirs. Two popular ways to structure your giving are charitable lead trusts and charitable remainder trusts.

HOT TOPIC: A Bear Market History Lesson

If it feels like the sky is falling, it wouldn’t be the first time. But is the downturn that began in October 2007 all that different from bear markets of the past? Here’s a look back at the nine other bear markets that have occurred since 1950.

Are the Times A-Changin'?

As the election year rolls along, Americans are facing an uncertain future and an election that could be the harbinger of great change.

What's Next for IPOs?

Only 10 companies went public on U.S. stock exchanges in the first quarter of 2008. Even if you never participate in an initial public offering, the IPO market can reveal a wealth of clues about the financial climate at home and abroad.

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