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Lassus Wherley & Associates, P.C.


Estate PlanningFinancial & Financial AdvisorsAccountants

About Us

We are a Fee-Only wealth management firm providing a wide range of financial services, including financial planning, investment management, tax preparation, trust services and family office support.

Rep/Contact Info

Diahann W. Lassus, CFP®, CPA/PFS
Deborah J. Rivosa, CFP®, CFA
Chief Compliance Officer
Clare E. Wherley, CPA, CFP®
Chief Executive Officer

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