Year End Message - 2014

Lassus Wherley-Year End Message-December 2014

We wanted to take this opportunity to wish you a joyous holiday season and a very happy, healthy and prosperous New Year.

In case you missed these, the first four items are videos of Diahann featured on various CNBC segments. These are followed by links to where we were quoted in the media.


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In addition to Diahann and Clare, many of our professionals, including Pat Daquila, Chad O'Brien, Charles Pawlik, Lisa McKnight, Laurie Wolfe, Cynthia Fusillo, and Suzanne Low, have contributed to articles in other publications.

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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