Dear Friends,
We hope that you had a wonderful holiday season and were able to enjoy time off with your loved ones. Over the last few months, our firm has embarked on some exciting changes.
For more than 30 years, our firm has offered superb tax planning services, and for more than 20 years, we have provided comprehensive tax-smart wealth management services to offer clients a holistic approach to their financial goals.
To continue to serve individuals and professional practices across the United States, we have identified the need to merge our two brands: John J. Vento, CPA, P.C. and Comprehensive Wealth Management LTD into a single brand:
Vento Tax & Wealth Management Group
At Vento Tax & Wealth Management Group, we’re committed to providing our clients with tax-smart, comprehensive wealth management advice. Our services are designed to minimize tax liabilities and maximize financial opportunities, so you can confidently pursue financial independence. We work closely to develop a customized plan that meets your unique needs and goals. 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, our firm delivers tax-smart strategies tailored to clients’ unique situations.
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 better.
What happens next?
Our core purpose is to provide a valued partnership, so clients can work towards their financial goals. With this new brand identity, you will notice several changes, including:
- A new logo;
- A new website combining the accounting, tax, and financial services sites into one cohesive website to deliver a seamless online experience;
- An update to our email domain;
- And updates to our social media: LinkedIn, Facebook, and Twitter.
We are excited for this new chapter and look forward to continuing our journey with you.
If you have any questions, please don’t hesitate to contact our firm at info@ventotaxandwealth.com or (718)-980-9000.
Sincerely,
John J. Vento, CPA, MBA, CFP®
John Vento Jr., CPA
Vento Tax & Wealth Management Group
