Broker Check

Helping Clients Grow, Manage, and Preserve Wealth™

The Monteverde Group, LLC is a financial services firm with offices in Pittsburgh, PA and Wheeling, WV. We define our role as advocates on behalf of families and businesses who require highly specialized financial and advisory services.

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for You

for You

Investing is a lifelong process, and the sooner you start, the better off you may be in the long run. Your future financial success may depend on the type of investment advice you get today.

Services for individuals
for Your Business

for Your Business

With the ever-changing nature of qualified plans and employee benefits, plan sponsors and employers, now more than ever, are in need of experienced qualified plan consultants.

Services for Businesses
Who We Are

Who We Are

Our client relationships are built upon collaboration 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, financial insight and comprehensive planning with independence and integrity.

Intelligent Investing for a Smarter Retirement

Wealth Management

  • Investment Portfolio Management
  • Asset Allocation
  • Investment Manager Selection
  • Third Party Managers
  • Alternative Investments
  • Option Strategies
  • Stock Market Analysis
  • Fixed Income Management
  • Equity Research
  • Investment Policy Statement
  • Mutual Fund Strategies

Financial Planning

  • Retirement Planning
  • College Planning (529 Plans)
  • Goal Oriented Analysis
  • Asset / Liability Management
  • Risk Assessment / Management
  • Retirement Distribution
  • Planning Strategies

Wealth Transfer Planning

  • Estate / Legacy Planning
  • Wealth Transfer Strategies
  • Survivor Protection
  • Insurance Analysis / Review
  • Gifting Strategies

Charitable Giving Strategies

  • Charitable Lead Annuity Trust (CLAT)
  • Charitable Lead Trust (CLT)
  • Charitable Lead Unit Trust (CLUT)

*LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of  LPL Financial

Business Succession

  • Key Person Insurance
  • ESOP's
  • Restrictive Agreements

Executive Benefit Strategies

  • Non Qualified Defered Compensation
  • Supplemental Executive Retirement Plans
  • Group Term Carve Out Programs
  • Split Dollar Plans
  • Executive Long Term Care
  • Supplemental Disability
  • Compensation Consulting
  • Financial Entitlement
  • Section 162 Bonus

Qualified Plan Consulting

  • Vendor Selection / Search Selection
  • Request for Proposal
  • Plan Design
  • Asset / Liability Studies
  • Employee Education
  • Investment Policy Statement Design / Monitoring
  • Fiduciary Assistance
  • Tactical Third Party Manager Selection
  • Asset Allocation
  • Board / Pension Staff Education
  • Alternative Investment Education
  • Fee Recapture Study

Insurance Design

  • Integrating Life Insurance into Wealth
  • Transfer Plans: An Asset Class Approach
  • A Wait and See Estate Liquidity Solution
  • Qualified Leverage Solution
  • Private / Commercial Premium Financing
  • Comparing Individual - Life Product Analytics
  • Life Insurance for Foreign Nationals & Nonresidedent Aliens

Common Tax Errors to Avoid

Filing your taxes can be an involved process, and accidental errors can be easy to make. Grab this handy guide to get some tips to avoid some common filing errors.

Discover Smarter Investment

Our data-backed approach helps you prepare for retirement at any age. How do you compare?


The recommended savings for a 35-year-old with an annual income of $100,000.


The recommended savings for a 45-year-old with an annual income of $100,000.


The recommended savings for a 55-year-old with an annual income of $100,000.


The recommended savings for a 65-year-old with an annual income of $100,000.

Source: Investor's Business Daily, 2018

<em>Helpful</em> Content

Helpful Content

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