What kind of a company is Lassus Wherley & Associates, P.C.?
We are a wealth management firm with expertise in financial planning, investment management, tax preparation, and other financial capabilities. Financial planning and investment management are the cornerstone of our business. We assist individuals, couples and families in identifying needs and wants. Our plans offer recommendations and alternatives for consideration. With investments, we design an allocation and assign assets using investments from our recommended list, which we review and update continually. After we invest a client’s funds, we review the account on an ongoing basis and make adjustments as necessary.
