In 1985 Diahann Lassus and Clare Wherley launched Lassus Wherley as a Fee-Only financial planning firm, working against the prevailing commission-based business model of the time. Back then they had to educate potential clients about Fee-Only planning. People did not understand the distinction between an advisor who worked in their fiduciary interest and an advisor whose fiduciary interest was tied to his or her employer. Instead of capitulating to the commission-based model, they stayed committed to the Fee-Only model and persevered. Today the firm has 21 people with offices in New Providence, NJ and Bonita Springs, FL and $500 million in assets under management. Our team of dedicated and experienced professionals work together to address our clients’ diverse needs. Among them are CERTIFIED FINANCIAL PLANNER™ certificants, Certified Public Accountants and Chartered Financial Analysts.
Lassus Wherley exists to bring peace of mind to clients. We are 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, families, trusts, charitable organizations, and business entities. Using a team approach that we have developed over more than thirty years we have helped hundreds of clients build secure financial futures. We take a personalized approach in providing financial services, taking the time to listen to our clients and learn what is important to them. Because we do not sell products or receive commissions or other third party compensation, our clients know that our advice and guidance will be objective and motivated only by what is in their best interests. Our services are delivered with commitment and integrity, and as a fiduciary, our clients’ best interests come first, always.
Having a financial advisor is about building a long-term relationship with people who care. At Lassus Wherley, it is.
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