Broker Check


Read our latest newsletters and stay up to date on all Vento Tax & Wealth Management Group announcements, tax-smart strategies, and more!

Tuesday, March 14, 2023

Financial regulators closed down Silicon Valley Bank (SVB) on Friday, marking the largest U.S. bank failure since the 2008 financial crisis. Over the weekend, regulators took control of yet another lender, Signature Bank, which faced a...

Friday, January 27, 2023

We are thrilled to share our new name and new look. We remain committed to providing the same excellent service that you have come to expect from us. Our rebranding will bring us together as one united firm, allowing us to serve you even be

Friday, January 27, 2023

The new law includes 90 provisions, most of which affect retirement savings rules. Some of these go into effect this year and others will start any time between 2024-2027. I’m highlighting some of the major changes that could affect you...