A tax-smart approach to financial independence
Getting to Point X
A Comprehensive Tax-Smart Wealth Management Guide
Download our 2023 Tax-Smart Investment Strategies
Comprehensive financial planning helps you move confidently toward the future you picture. And tax-smart investment strategies help you keep more of what you earn. This approach is what every client needs, but it’s not what every financial advisor delivers. At Vento Tax & Wealth Management Group, our goal is to maximize your financial opportunities and minimize your tax liabilities. We apply our in-depth knowledge, decades of experience, and industry-leading approach to help you get where you want to go.
Comprehensive financial planning requires that we address 10 key wealth management issues that impact the likelihood of reaching your goals.
The design, construction, and movements in your investment portfolio can have tax consequences—or opportunities.
John J. Vento, CPA, MBA, CFP® is a nationally renowned author, keynote speaker, professor and financial services industry thought leader often tapped to share insights with major news outlets.
Together, Vento Tax & Wealth Management Group and John J. Vento, CPA, PC is comprised of certified public accountants, enrolled agents, and CERTIFIED FINANCIAL PLANNERTM professionals. Founded in 1985, the firm serves as a trusted advisor to assist clients in growing their wealth.
President & CEO of Vento Tax & Wealth Management Group and John J. Vento, CPA, PC
Vice President of Vento Tax & Wealth Management Group and John J. Vento, CPA, PC
"John does a fantastic job of explaining the importance of saving with practical advice that is easy to understand and implement. [Getting to Point X] should be required reading for all Americans, especially now with his insights into the recent tax changes and how that may or may not affect each person's wealth."- Suzanne Siracuse, VP/Publisher, Investmentnews
"A critical read dealing with one of the most dangerous threats to our nation and its citizens—financial literacy. No matter where you are in your financial life, you will find this book contains advice and wisdom that is timeless.”- Sarano Kelley, founder, The Kelley Group