Diahann Lassus Named One Of Southwest Florida's Top Wealth Managers
BONITA SPRINGS, FL (March 20, 2008) – Diahann W. Lassus, CPF®, CPA, was named one of Southwest Florida's Top Wealth Managers in the March 2008 issue of Gulfshore Life Magazine.
Diahann, President of Lassus Wherley, was chosen as one of an elite group of 2008 FIVE STAR Wealth Managers, representing less than three percent of the wealth managers in the Southwest Florida area. Crescendo Business Services, an independent research firm, surveyed 27,500 high-net-worth residents in the Southwest Florida area and subscribers of Gulfshore Life magazine. An additional 2,900 surveys were sent to leaders of financial service industry companies.
Recipients were asked to select wealth managers whom they knew through personal experience, and to evaluate them based upon nine criteria: customer service, integrity, knowledge/expertise, communication, value for fee charged, meeting of financial objectives, post-sale-service, quality of recommendations and overall satisfaction. The list was then reviewed by a blue-ribbon panel comprised of knowledgeable individuals from within the financial services industry.
Lassus Wherley is a wealth management firm with offices in New Providence, New Jersey and Bonita Springs, Florida providing fee-only comprehensive financial services, including financial planning, investment management, tax, trust, and family office services. The Lassus Wherley web site is www.lassuswherley.com.