Early in the firm’s history, Vento Tax & Wealth Management developed a specialization in working with professional practices and built a reputation as a preferred dental practice CPA and CFP®. However, the firm’s comprehensive financial planning and investment management services extend well beyond the dental profession.
Today, Vento Tax & Wealth Management Group works with individuals, couples, and families as a trusted advisor—helping build, grow, and manage wealth by maximizing financial opportunities and minimizing tax liabilities. By deploying the 10 key wealth management issues outlined in John J. Vento’s book Financial Independence (Getting to Point X): A Comprehensive Tax-Smart Wealth Management Guide, the firm delivers tax-smart strategies tailored to clients’ unique situations.
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