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Lassus Wherley is a wealth management firm with expertise in financial planning, investment management, tax preparation, trust services, and family office support with offices in New Providence, NJ and Bonita Springs, FL. We work with individuals, couples, families, pension and profit sharing plans, trusts, estates, charitable organizations, corporations and other business entities. Using a team approach that we have developed over more than 30 years, we have helped hundreds of clients build secure financial futures.

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