The Monteverde Group is a financial advisory firm serving Pittsburgh, PA and Wheeling, WV, providing coordinated employee benefits, retirement plan guidance, and private wealth management for businesses, families, and individuals. Our work focuses on helping clients make informed decisions through thoughtful planning and a disciplined approach.

For Businesses
• 401(k) and corporate retirement plan consulting
• Pension and cash balance plan oversight
• Employee benefits and group insurance guidance
• Executive and deferred compensation plan support

For Individuals & Families
• Financial planning and retirement income strategies
• Investment advisory and portfolio coordination
• Wealth planning and tax-aware guidance
• Estate and multigenerational planning considerations

The Monteverde Group works with business owners, executives, and households seeking a structured framework for financial decision-making. Our objective is to provide clarity, organization, and long-term direction across key areas of financial life.

Serving the Pittsburgh region with a commitment to attentive service, transparent communication, and long-standing client relationships.

The Monteverde Group

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