Vento Tax & Wealth Management Group

Vento Tax & Wealth Management Group John J. Vento, CPA, P.C. Dual-income couples who are paying a mortgage and putting their kids through college.

We are a team of CPA and CFP® professionals providing our clients with tax-smart, comprehensive wealth management advice designed to minimize tax liabilities and maximize financial opportunities, so you can confidently pursue financial independence. provides state of the art accounting, tax and financial planning* services to professional practices (doctors and dentists), high net worth individual

s, and anyone committed to becoming financially independent. We provide the tools and advice necessary for pursuing financial success, but more importantly we assist our clients with the implementation of these strategies. Many people seek out our services because, despite being highly successful in their respective fields, they simply don’t know how to navigate the complicated world of wealth management. Our clients include:

Young doctors and dentists who are paying off their medical or dental school loans while working to build a stable financial foundation. Individuals of all ages who are concerned that they haven’t saved properly for retirement. People who have done everything right…but want to do more to secure their family’s future. Our message to all of these clients is simple: It’s never too early to start planning your financial future, and it’s never too late either. We work to improve the financial strength of each of our clients by providing them with wealth accumulation, investing* and asset protection strategies. Our ultimate goal is to assist our clients in maintaining and pursuing their financial independence.

Markets hit pause after a 9-week rally, with a Friday pullback shifting focus to a busy week ahead. Key themes include t...
06/08/2026

Markets hit pause after a 9-week rally, with a Friday pullback shifting focus to a busy week ahead. Key themes include the SpaceX IPO, fresh inflation data, and Middle East developments. Chief Market Strategist Brian Klimke discusses the Fed’s next move and what is driving the markets and what’s just amplifying the noise in .

“Cetera Financial Group” refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), and Cetera Financial Specialists LLC. All firms...

There's still time to pre-order The Generational Wealth Code before its official release Tuesday!After decades of helpin...
06/06/2026

There's still time to pre-order The Generational Wealth Code before its official release Tuesday!

After decades of helping individuals, families, and business owners navigate their financial futures, the Vento Family has put together a practical guide to building wealth, minimizing taxes, and working toward true financial independence and generational wealth.

Whether you're just starting your financial journey or looking to strengthen your legacy, this book offers actionable strategies to help you create lasting wealth for generations to come.

Pre-order your copy today and be among the first to read it!

📖 https://bit.ly/4adfPNB

No team wins with just one superstar, and no portfolio should bet on just one market. With the World Cup as a backdrop, ...
06/05/2026

No team wins with just one superstar, and no portfolio should bet on just one market. With the World Cup as a backdrop, the Cetera Investment Team explains why portfolios with global exposure are better equipped to adapt, adjust, and stay competitive no matter how the game changes.

The 2026 FIFA World Cup features a record 48 teams from six continents, with matches held across the United States, Canada, and Mexico. Billions of viewers…

As part of New York's recently enacted state budget, lawmakers have approved a new New York City pied-à-terre tax that w...
06/05/2026

As part of New York's recently enacted state budget, lawmakers have approved a new New York City pied-à-terre tax that will impose an annual surcharge on certain high value residential properties that are not used as a primary...

Congratulations to our financial advisor, Nicole Vento, who recently attended an ETF conference and had the exciting opp...
06/04/2026

Congratulations to our financial advisor, Nicole Vento, who recently attended an ETF conference and had the exciting opportunity to ring the Nasdaq Closing Bell!

It was a proud moment to see Nicole representing our firm on such an iconic stage, from the Nasdaq bell ceremony to the Times Square billboard.

Congratulations, Nicole! 👏

This Monthly Recap summarizes market performance, major events and news from May 2026. Read more here:
06/02/2026

This Monthly Recap summarizes market performance, major events and news from May 2026. Read more here:

U.S. stocks extended gains in May, with the S&P 500 ending the month with seven straight daily gains and its ninth consecutive weekly gain, its longest winning…

Markets are riding a nine-week rally, but a data-heavy week will test that momentum. With PMIs, job openings, and the Ma...
06/01/2026

Markets are riding a nine-week rally, but a data-heavy week will test that momentum. With PMIs, job openings, and the May jobs report in focus, we are watching labor strength and inflation signals closely. The question: can the rally continue, or does volatility return? See what Chief Market Strategist Brian Klimke thinks in .

“Cetera Financial Group” refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), and Cetera Financial Specialists LLC. All firms...

As the June 9 release date approaches, we wanted to send a quick reminder that The Generational Wealth Code: A Tax-Smart...
06/01/2026

As the June 9 release date approaches, we wanted to send a quick reminder that The Generational Wealth Code: A Tax-Smart Roadmap to Financial Independence is available for pre-order at all major retailers!

This book combines decades of experience helping families pursue financial independence and create generational wealth. Inside, you'll find tax-smart financial strategies for retirement planning, investing, estate preservation, real estate investing, and much more.

Whether you're actively working toward financial independence or focused on preserving wealth for future generations, we truly believe this book will serve as a valuable resource for years to come.

Available for pre-order here: http://bit.ly/4adfPNB

A quiet week for data, but Thursday’s PCE report still matters. Inflation is expected to remain above the Fed’s target. ...
05/26/2026

A quiet week for data, but Thursday’s PCE report still matters. Inflation is expected to remain above the Fed’s target. But the bigger driver? Geopolitics—especially in the Middle East. See why Chief Market Strategist Brian Klimke says markets may take cues from headlines, not data, in .

“Cetera Financial Group” refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), and Cetera Financial Specialists LLC. All firms...

Read the latest issue of Financial Watch here:
05/21/2026

Read the latest issue of Financial Watch here:

When basic money management principles such as saving, spending, earning, and giving are taught at an early age children are more likely to grow into teens and…

Address

95 New Dorp Lane
Staten Island, NY
10306

Opening Hours

Monday 9am - 5:30pm
Tuesday 9am - 5:30pm
Wednesday 9am - 5:30pm
Thursday 9am - 5:30pm
Friday 9am - 5:30pm

Telephone

+17189809000

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