Broker Check

95 New Dorp Lane, Staten Island, NY 10306

718-980-9000
info@ventotaxandwealth.com
Client Login

Bring Your Investments, Taxes, & Financial Strategy Together

With integrated wealth management and tax advisory services, we help clients move toward financial independence and build wealth that can last for generations.

Schedule A Conversation

Celebrating Our 40th Anniversary —  Read More Here

Our Integrated Solutions

We bring together specialized services that help clients protect income, pursue financial independence, and create a stronger foundation for long-term wealth.

Wealth Management Services

Guiding clients toward a tax-smart strategy that supports the life and legacy they want.



Explore Services

Explore Services

Dental Practice Advisory Services

Helping practice owners operate more efficiently, save more strategically, and create stronger outcomes.


Explore Services

Explore Services

Real Estate Investing

Evaluating how real estate can support income, growth, and generational wealth as part of a broader plan.



Explore Services

Explore Services
40 Years Of Helping Clients Build, Protect, & Save More

40 Years Of Helping Clients Build, Protect, & Save More

Since 1985, Vento Tax & Wealth Management Group has helped clients make smarter financial decisions by connecting tax strategy, wealth management, and long-term planning in a more meaningful way. Today, that work continues through a multigenerational team committed to helping clients not only work toward financial independence, but also turn that progress into lasting family wealth.

Guidance That Evolves With Your Life, Wealth, & Legacy

Guidance That Evolves With Your Life, Wealth, & Legacy

Our clients want to be more coordinated and proactive about where their money can take them. Some are building wealth, some are protecting what they have built, and others are thinking about how to turn success today into freedom and opportunity for the future.

 Individuals & Families
High-Income Professionals
Dentists & Practice Owners
Pre-Retirees & Retirees

A Roadmap For Building Generational Wealth

A Roadmap For Building Generational Wealth

In their latest book, The Generational Wealth Code, The Vento Family expands on the philosophy behind their work: helping clients move beyond financial independence toward a more intentional plan for building, protecting, and passing on wealth.

Let's Uncover And Plan Toward Your Point X

Point X is the moment your money begins working for you. It’s where savings and investments alone generate enough income to sustain your lifestyle. We help clients identify and move toward that point with strategies built around taxes, investing, real estate, and long-term planning.

Calculate Your Point X

*This information may help you analyze your financial needs. It is based on information and assumptions provided by you regarding your goals, expectations and financial situation. The calculations do not infer that the company assumes any fiduciary duties. The calculations provided should not be construed as financial, legal or tax advice. In addition, such information should not be relied upon as the only source of information. This information is supplied from sources we believe to be reliable but we cannot guarantee its accuracy. Hypothetical illustrations may provide historical or current performance information. Past performance does not guarantee nor indicate future results.

What Our Clients Say

“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

“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

*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.

Let’s Start The Conversation

Whether you are exploring your options, thinking about the next stage of life, or ready for a more tax-smart comprehensive approach to wealth, our team is here to help. Reach out to start a conversation about where you are today and where you want your money to take you next.

Thank you!
Oops!

Insights To Help You Make Smarter
Financial Decisions

An Overview of Renter’s Insurance

An Overview of Renter’s Insurance

Don’t overlook the need for renter’s insurance if you rent your home.
Learn More
Charitable Giving: Smart from the Heart

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations?
Learn More
IRA Income

IRA Income

Estimate the potential monthly income your IRA balance could generate in retirement.
Learn More