Monteverde Group LLC

General information

The Monteverde Group, LLC is a financial services firm with offices in Pittsburgh, PA, Bonita Springs, FL and Wheeling, WV. 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, financial insight and comprehensive planning with independence and integrity.

Investments in securities involve risk, including the potential loss of principal invested.

The site may contain links to articles or other information that are contained on a third party website. Royal Alliance does not endorse or accept responsibility for the content, or the use, of the web site. Royal Alliance assumes no liability for any inaccuracies, errors or omissions in or from any data or other information provided on the pages.

Royal Alliance is not affiliated with any social media website. We do not expressly or implicitly adopt or endorse any of the expressions, opinions or content posted by fans or any third parties on social media sites. We do not control, serve, adopt or endorse any content that may be published on any social media site. No part of any social media site is intended to make a recommendation or state a testimonial for or about a security, service or product, or to provide investment, tax or any other advice. At our discretion, we may block followers or remove comments for any reason. We request that you keep your comments within the purposes of this site. In your comments, please avoid specific mention or discussions about investment advice or products, specific securities or investments, or trading strategies. The entire content of the site, including third party posts, is archived by the broker-dealer to comply with securities regulations.

It is up to you to read and understand the privacy policies and terms of service for each social media site you participate in, which includes joining any groups. While we have a presence on one or more social media pages, we have no control over how the social media sites or other third parties will use the information you share. To view the privacy policy of our broker-dealer, please click here.

IMPORTANT: We do not provide customer service or enable financial transactions through any social media site. Should any client of the firm have questions or concerns that are specific to their account(s), please contact your financial advisor directly. You should never post personal, account or transaction information anywhere on any social media site.

“Likes”, “Favorites” or other similar functionality available through social media sites should not be considered a positive reflection of the services offered by Royal Alliance. Visitors to this page must avoid posting positive reviews of their experiences with the adviser or its services as such testimonials are prohibited under state and federal securities laws and may not reflect the experience of all clients of Royal Alliance.

In certain instances, direct messages may be sent through social media sites. Such messages, which may be confidential and/or privileged, are intended for use only by the intended recipient, any review; copying, distribution or use of these transmissions is strictly prohibited. If you receive a message in error, please (i) notify the sender immediately and (ii) destroy all copies of the message.

Securities are:

Not FDIC/NCUA Insured

No Bank or Credit Union Guarantee

May Lose Value