Testimonials
What Our Clients Experience When Planning Becomes Purposeful
Since 1985, Vento Tax & Wealth Management Group has been honored to work with individuals and families who value a more integrated, tax-smart approach to building wealth. We’re thankful for the relationships we’ve built and the opportunity to provide proactive guidance that brings clarity to complex financial decisions. These testimonials reflect the confidence our clients place in us as they work toward building, preserving, and passing on wealth with purpose.
Praise For The Generational Wealth Code: A Tax-Smart Roadmap to Financial Independence
“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
"The Generational Wealth Code masterfully translates decades of tax smart planning into a practical blueprint that every family can use. It’s rare to find a book that is equally empowering to first time savers, seasoned investors, and professionals guiding clients toward real financial independence."
— Gene F. Goldman, CFA®, Chief Investment Officer, Cetera Financial Group
“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
“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
What Readers Are Saying About Financial Independence: Getting to Point X
“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"
"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, Gene Goldman, Sarano Kelley, 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.