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Tailored to You Financial Independence (Getting to Point X), Second Edition Tax Management Strategies See Us at the Greater New York Dental Meeting!

LET US HELP YOU PLAN FOR THE FUTURE.

It’s never too early (or too late) to start planning your financial future!

John J. Vento, CPA, P.C. and Comprehensive Wealth Management, Ltd. provide state of the art accounting, tax and financial planning* services to professional practices (doctors and dentists), high net worth individuals, 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.
  • Dual-income couples who are paying a mortgage and putting their kids through college.
  • 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.

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. 

Be sure to take your first step toward that goal today by picking up a copy of the new second edition of John Vento's book, Financial Independence (Getting to Point X). This comprehensive tax-smart wealth management guide has been updated to help you navigate the new tax law. It's a great insight into why our firm's approach to managing your finances is so unique!


*These services offered by John Vento through his affiliation with Avantax.

“As dental practice owners, we feel very fortunate to have stumbled upon John Vento and his wonderful team...We started up with them in 2014 and saved over $90,000.00 in taxes in the first year alone!"

- Kevin & Melinde Poupore, Malone, New York

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Tax Tips for Bitcoin, Equity Investors

Comprehensive Wealth Management President John Vento tells Reuters' Fred Katayama the onus is on Bitcoin investors to keep records of every transaction for tax reporting purposes. He also provides tips on harvesting tax losses and avoiding mutual fund distributions.

Click here to watch the interview.