Diahann Lassus selected as a 2012 FIVE STAR Wealth Manager℠ By New Jersey Monthly Magazine
New Providence, NJ (January, 2012)-Diahann W. Lassus, CFP®, CPA/PFS and President of Lassus Wherley, was selected as a 2012 Five Star Wealth Manager℠ by New Jersey Monthly magazine.
The Five Star distinction is awarded to Wealth Managers who have scored highest in client- based research conducted by a national independent research company. A maximum of just 7% of Wealth Managers in the market area of the State of New Jersey were named to the list. The 2012 Five Star Wealth Managers do not pay a fee to be included in the research or the final list of Five Star Wealth Managers. The distinction is not based on sales revenue or assets under management but on how clients and peers have evaluated their experience in working with that individual.
Lassus Wherley was founded in 1985 by Diahann W. Lassus, CFP®, CPA/PFS and Clare E. Wherley, CPA, CFP®. We have two offices to serve our clients, one in New Providence, NJ and the other in Bonita Springs FL. Lassus Wherley is a Fee-Only wealth management firm with expertise in financial planning, investment management, tax preparation, trust services, and family office support. 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 25 years, we have helped hundreds of clients build secure financial futures and achieve peace of mind. Lassus Wherley is a nationally certified Women's Business Enterprise by the Women's Business Enterprise National Council (WBENC) and a member of the National Association of Personal Financial Advisors (NAPFA), the nation's leading organization dedicated to the advancement of Fee-Only comprehensive financial planning. The Lassus Wherley web site is www.lassuswherley.com.