Business & Finance

Press Releases

Lassus, Wherley, and Low Selected as 2014 Five Star Wealth Managers

b4ee30f4b75aa3f46d20_Diahann_Lassus-Official_Photo_-_half_size_-_300dpi.jpg
Diahann W. Lassus, CFP®, CPA/PFS
5edfcebeb62b0791a63d_ClareWherley-Official_Photo_-_half_size.jpg
Clare E. Wherley, CPA, CFP®
1dfc1af5a68157cbd712_SCL_1568_Hi_Res_C_-_half_size.jpg
Suzanne C. Low, J.D., CFP®
b4ee30f4b75aa3f46d20_Diahann_Lassus-Official_Photo_-_half_size_-_300dpi.jpg

Diahann W. Lassus, CFP®, CPA/PFS, President, Clare E. Wherley, CPA, CFP®, CEO, and Suzanne C. Low, J.D., CFP®, Financial Planner were selected as 2014 Five Star Wealth Managers℠.  The 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 Southwest Florida has been published in the March issue of Gulfshore Life 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. 

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.

TAP Into Another Town's News:

Sign Up for E-News

New Providence

ECLC Celebrates Special Education Week

May 19, 2018

ECLC of New Jersey’s school in Chatham is celebrating Special Education Week by highlighting how links with the community support our students with special needs.

The second week in May has been designated by Governor Phil Murphy as “Special Education Week” in the Garden State.  This year’s theme, “Working Together to Build a Special Future for All” ...

Racing to the Finish and Supporting Cancer Survivors

VIEW PHOTO ALBUM

MAY 13, 2018 SUNDAY | BERKELEY HEIGHTS, NJ—On May 13, the Summit Area YMCA welcomed over 1,000 participants to the 17th Annual Mother’s Day 5K Run/Walk at Memorial Field, in Berkeley Heights. This family-friendly event also hosted a fun magic show, invigorating Zumba dancing, a tot trot, face painting and music.

Matthew Byrne of Berkeley Heights won first place ...

Bee Day at Hanson Park!!

Please join the Hanson Park Conservancy on Saturday, June 23rd for Bee Day at Hanson Park!  At 2:00 PM Grant Stiles from Stiles Honey will be sharing his knowledge of bees with his presentation, “Fundamentals of Beekeeping and the Importance of Honey Bees in Our Society.”  Bring your blankets and chairs and enjoy the beautiful surroundings as Mr. Stiles answers all of your ...

Fallout Continues from Lawsuit Against Mountainside; Police Chief on Administrative Leave

May 19, 2018

MOUNTAINSIDE, NJ – Police Chief Allan Attanasio is the latest member of the police department to suffer repercussions from a complaint filed against the borough on May 11.  Attanasio, who is not named as a defendant in the lawsuit, was “placed on administrative leave,” on Thursday by Borough Administrator and former Police Chief James Debbie, said  Lt. Joseph ...

Video Shows School Board Member In Altercation With Police at Traffic Stop in South Orange

May 16, 2018

SOUTH ORANGE, NJ - South Orange Maplewood School Board Member Stephanie Lawson-Muhammad got into an altercation with a South Orange police officer who stopped her for speeding last month, in which she used profanity, complained when she was issued a ticket and called South Orange Police Chief Kyle Kroll “a skinhead cop.”

Lawson-Muhammad also appeared to suggest that she would ...

Coach Bottone Tribute

May 19, 2018

2017 Pioneer football players took on a tall task of filling a lot of open spots with not many returning players. We had 30 kids on our football team who all wanted to be there. With a new head coach who just came on board in late April, we had a lot of things to do without much time. Most people would say being on a 1-9 football team would be no fun and, at times, it wasn’t, but it was the ...

Upcoming Events

Carousel_image_0906ca383804ad4ba17c_tai-chi

Sun, May 20, 9:30 AM

Providence Health and Fitness, New Providence

Tai Chi Chuan

Health & Wellness

Sun, May 20, 11:00 AM

New Providence Community Pool parking lot, New Providence

CSA Community Yard Sale

Giving Back

Carousel_image_fc9553e9258ab1b1cc8b_paolo_zumba_teacher

Sun, May 20, 11:00 AM

Providence Health and Fitness, New Providence

Zumba meets Bolly DazZ

Health & Wellness

Sun, May 20, 12:00 PM

Trailside Nature & Science Center in the Watchung Reservation, Mountainside

29th Annual Spring Garden Fair & Plant ...

Green Home & Garden

Sun, May 20, 2:00 PM

Summit High School, Summit

Summit Symphony Orchestra Concert

Arts & Entertainment

Sun, May 20, 3:00 PM

Ridge High School, Basking Ridge

NJ Youth Chorus Spring Concert

Arts & Entertainment