Diahann W. Lassus, CFP®, CPA/PFS and President of Lassus Wherley, was selected as a 2013 Five Star Wealth ManagerSM for the third consecutive year. T he Five Star Wealth Manager program is the largest and most widely published wealth manager award program in North America, covering more than 40 major markets. The list of Five Star Wealth Managers for New Jersey will be published in this month’s issue of New Jersey Monthly magazine and on fivestarprofessional.com.
Five Star Wealth Managers do not pay a fee to be included in the research or the final list of Five Star Wealth Managers. To receive the Five Star Wealth Manager award, a wealth manager must satisfy ten objective eligibility and evaluation criteria that are associated with wealth managers who provide quality services to their clients. Less than 7% of the wealth managers in a market are included on the published list.