Recent weeks have seen some extraordinary moves in the financial markets, as the world reacts to the spread of COVID-19. Please know that we are closely monitoring current news and economic reports, and we are committed to supporting you through this season. Feel free to contact us any time, for any reason. We are here to help.
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:
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.
Financial advisor and CPA John Vento explains how investors can take advantage of money-losing stocks in a year that saw many stocks and bonds post huge rallies.