Winter Message - 2015

Lassus Wherley-Winter Message-March 2015

Hope you managed to stay warm during all the crazy winter weather. The good news…spring, at least according to the calendar, has arrived!

In case you missed these, the following are links to where we were quoted in the media.


Please visit us at to see these and many other items that may be of interest to you under theIn The News tab.

As always, please let us know if you have any questions.



Deborah J. Rivosa, CFP®, CFA
Chief Compliance Officer
Director, Business Development

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