The Monteverde Group, LLC is a privately held financial services firm headquartered in Pittsburgh, Pennsylvania, with additional offices in Bonita Springs, Florida, and Wheeling, West Virginia. Founded by James Monteverde, the firm offers a comprehensive suite of services, including wealth management, financial and tax planning, insurance, and retirement plan consulting for both individuals and businesses. Known for its personalized, research-driven approach, the Monteverde Group emphasizes trust, integrity, and informed guidance in helping clients achieve their financial goals. The firm also provides specialized retirement plan services, focusing on fiduciary compliance, employee education, and customized plan design to meet the unique needs of plan sponsors. Securities and advisory services are offered through LPL Financial, a Registered Investment Advisor and Member of FINRA/SIPC.