The Monteverde Group, LLC- Jason C. Haswell

The Monteverde Group, LLC- Jason C. Haswell Financial services firm helping clients grow, manage, and preserve wealth™.

07/13/2026

The unlimited marital deduction allows you to pass an unlimited amount of property to your spouse free from federal gift and estate tax. Bypass planning is designed to both minimize federal estate taxes for married individuals and allow the surviving spouse to benefit from the family's wealth during...

07/10/2026

Ford and Klarna show why AI should scale human judgment, not replace it, and what leaders must do to redesign work for the Infinite era.

07/08/2026

By staying open, intentional, and values-driven, you give your child the tools to feel confident and grounded in their relationship with money for years to come.

07/06/2026

From Eli Whitney’s cotton gin to Ted Benna’s 401(k), these pioneers came up with ideas and innovations that still resonate today.

07/03/2026

A number of special tax benefits are available for investing capital gains in a qualified opportunity fund.

07/01/2026

A new analysis out of JLL says getting data centers into orbit is easier than ever, but significant obstacles remain.

07/01/2026

From the heart of the Revolution to the Midwest and West Coast, there’s no shortage of ways to celebrate the semiquincentennial (say that three times, really fast.)

06/29/2026

When Leon Rose came to New York in 2020, the Knicks had gone decades without a chance at a title. But the team’s president turned them into the ultimate winners by building a roster of underdogs.

06/26/2026

Understanding how much cash to hold during your retirement can be a delicate balance.

06/24/2026

Here are the steps you can take for your family when one spouse isn’t a U.S. citizen.

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2001 Main Street Suite 402
Wheeling, WV

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+13049050641

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