Our Firm

We Help You Put More Of Your Money To Work

Since 1985, Vento Tax & Wealth Management Group has been built on a simple but powerful belief: real financial success comes from genuine relationships and comprehensive planning. What began as John J. Vento's commitment to helping individuals and families build financial independence has grown into a multigenerational firm where family, expertise, and client connection are inseparable. We understand that taxation is the single greatest threat to wealth building, which is why our integrated team of CPAs and CERTIFIED FINANCIAL PLANNERS^® work together to see the full picture of your financial life. Today, with John J. Vento, Jr. as partner alongside our experienced team of professionals, we serve clients across the country with the same philosophy that started it all: proactive guidance, tax-smart strategies, and comprehensive planning. We don't just manage money; we walk through life's milestones with our clients, sharing experiences and working together as real people. Whether you're building wealth, protecting assets, or planning for the next generation, we're here to help your success last for generations to come.

Integrated Solutions Designed To Work Together

As wealth grows, financial decisions often become more complex. Investments, tax-smart strategies, retirement decisions, estate considerations, and business interests can all affect one another. That is why we take a more integrated approach. By bringing wealth management and tax advisory services together, we help clients make more informed decisions with a clearer understanding of how each part of their financial life affects the others.

Make The Tax Code Work Within Your Wealth Strategy

We believe tax-smart strategies should not sit on the sidelines of your financial strategy. Our approach is built around tax-smart thinking. We help clients look beyond preparation alone and make proactive decisions that support long-term goals, preserve more of what they build, and strengthen the connection between wealth strategy and financial independence.

Our Core Values

These values shape the way we help clients pursue financial independence and create a legacy of wealth, stability, and opportunity.

Integrated & Comprehensive

We believe that accounting, tax strategy, investment advisory, and financial planning are not separate services to be divided among separate advisors. They are deeply interrelated and work optimally when they’re fully aligned.

Tax-Smart Strategies

It’s not just about what you earn—it’s about what you can keep. By helping clients make informed, proactive decisions with taxes in mind, we create more opportunities to build, preserve, and pass on wealth with purpose.

Build Generational Wealth

We look beyond the present to consider the lasting impact your decisions can have on your family’s future. We help clients turn today’s progress into tomorrow’s legacies through education and empowerment.

Commit To Relationships

Financial advice that makes a difference begins with building real relationships. After forty years of walking through life’s milestones with clients, we believe that's not just how good advice is given. It's how trust is earned daily.

Our Commitment

We want to help clients reach Point X, the point where their money begins working for them instead of the other way around. But we do not believe that is the end goal. We believe it is the beginning of a bigger opportunity: building, protecting, and passing on wealth in a way that creates lasting security, opportunity, and purpose for generations to come. That belief shapes how we work with clients and how we have built this firm across generations of our own family.

A Team Helping Families Build Wealth That Lasts

At Vento Tax & Wealth Management Group, continuity isn’t just something we plan for clients—it’s built into our firm, reflecting John Vento’s commitment to comprehensive, tax-smart guidance that shaped both his client approach and his children’s career paths; today, that philosophy continues through a multigenerational team focused on helping clients pursue financial independence, navigate life’s changes, and build lasting, generational wealth.

Meet The Team

Read The Book Behind Our Philosophy

The Generational Wealth Code brings together the ideas that have shaped our work for decades: financial independence, tax-smart decision-making, and a long-term view of wealth that goes beyond the individual. Co-authored by John J. Vento, CPA, MBA, CFP® and his children, the book reflects the planning philosophy and practical guidance that continue to help clients navigate their financial futures today.

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What Our Clients Are Saying

“This is essential reading for hardworking individuals who want to sustain financial independence throughout their lives while building and protecting generational wealth. Widely regarded as a benchmark in financial planning, the book delivers practical, tax-smart strategies designed to help readers reach their financial goals faster and with greater confidence.”

— Dr. Satjit Bhusri, MD, Founder of Upper East Side Cardiology & Vein Institute and Fellow of the American College of Cardiology

“Most financial books tell you to save and invest. John Vento invites readers to think about how what they’ve built may be preserved and passed on. With four decades as a CPA and CFP®, he understands what advisors often miss: most investment decisions are tax decisions. Anyone serious about building lasting wealth for the next generation needs to read this."

— Michael Sincere, Author of Understanding Stocks and Understanding Options

“You'll never reach your financial goals without a plan. This book provides a roadmap to financial independence with tax-smart strategies under the new tax laws. It is the only guide you need to help identify ways to successfully grow the wealth required to achieve your dreams."

— Guy Adami, Professional Investor and TV Personality on CNBC's "Fast Money"

“The Generational Wealth Code is a must-read for anyone serious about meaningfully and reliably reducing their tax burden. Backed by real-world credibility as CPAs, CFPs® and investment advisors, the authors offer a rare multigenerational perspective on how to implement tax-smart financial planning and investment strategies that build lasting family wealth.”

— Michael K. DeLuke, DDS, MDS, ABO, The DOC Podcast

“John does a fantastic job of explaining the importance of saving with practical advice that is easy to understand and implement. It 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

*For the endorsements given by Michael Deluke and Dr. Satjit Bhusri, who are clients of the financial advisor, no compensation was provided directly or indirectly. These individuals maintain an ongoing professional relationship with the firm. The endorsements provided by Michael Sincere, Suzanne Siracuse, and Guy Adami, who are non‑clients of the author, were given voluntarily. No compensation—direct or indirect—was provided in connection with these endorsements. Both the author and Gene Goldman are registered through Cetera‑affiliated firms, which represents a material conflict of interest because their professional relationship may influence the views expressed in this endorsement. These endorsements do not guarantee future performance or investment success, nor should they be assumed to reflect the experience of other clients or investors. Additional background information about this professional is available on FINRA BrokerCheck: https://brokercheck.finra.org.

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