Jim Monteverde: World Vision, Inc.

Founder of The Monteverde Group, LLC, in Pittsburgh, Pennsylvania, Jim Monteverde advises clients on wealth management, financial planning, and other matters. Mr. Monteverde also acts as the National Financial Advisor for the non-profit organization World Vision, Inc.

Based out of Washington State, World Vision strives to create a better world for children. Founded in 1950 to aid youths orphaned by the Korean War, World Vision has grown over the past 60 years to run projects in almost 100 countries, benefiting over 100 million people worldwide. With a philosophy based on the values of Christian humanitarianism, World Vision aids all people regardless of their race, gender, ethnicity, or religion.

Visitors to http://www.worldvision.org can read more about the specific programs developed by World Vision. In the United States, this organization focuses on the ten percent of the populace living below the poverty line, and provides various forms of support to these communities across the country. Members contribute school supplies and personal hygiene items to those in need, and seek to establish mentor relationships for them as well. Outside of America, World Vision sends out volunteers to advise on sustainable solutions, conduct literacy programs, and fix infrastructures.


Services of The Monteverde Group

Jim Monteverde is the founder and president of The Monteverde Group, LLC., a financial services firm that holds offices in Pennsylvania, West Virginia, and Florida.

Headquartered in Pittsburgh, James Monteverde’s firm offers financial and advisory services to individuals and businesses while building strong client relationships based on trust and confidentiality. Services include:

1. Wealth Management: the firm uses a two-pronged approach, which includes a macro client evaluation and a micro client determination, in order to help clients build a portfolio to suit their financial needs.

2. Financial Planning: Financial advisers work closely with the clients to tailor a financial plan that suits the client’s goals and objectives.

3. Wealth Transfer Planning: Clients work with advisers on estate and legacy planning, wealth transfer strategies, survivor protection, and insurance analysis and review.

4. Corporate Benefit Strategies: Advisers will counsel corporations on their benefits packages for employees and executives.

5. Health & Welfare: Companies seeking to develop a valuable and attractive health benefit plan can work with the advisers to develop plans that include health insurance, dental, group disability products, prescription drugs, and more.