Lassus Wherley & Associates, P.C.
This Financial Advisor carries the Women’s Choice Award seal to support the empowerment of women.
Diahann W. Lassus, CFP®, CPA/PFS 1
Clare E. Wherley, CPA, CFP® 2
Chief Executive Officer, Co-founder
Certifications & Licenses:
1 CERTIFIED FINANCIAL PLANNER ™, Certified Public Accountant/Personal Financial Specialist
2 Certified Public Accountant, CERTIFIED FINANCIAL PLANNER™
States where licensed:
1 New Jersey, Florida, Texas
2 New Jersey
“We understand women because we are women. Women are not a niche. We recognize the uniqueness of each woman as an individual. Women are people like us who know what is important to them and what they want to accomplish.”
Diahann W. Lassus & Clare E. Wherley
> 1 Academy Street, New Providence,
New Jersey 07974
> 3333 Renaissance Blvd., Suite 207,
Bonita Springs, Florida 34134
Lassus Wherley exists to bring peace of mind to clients. Through Fee-Only Wealth Management services, we help clients build better futures. Our services are delivered with commitment and integrity, and always with clients’ best interests as our priority. Our vision for the company is to continue to build better futures for the current generation of clients and future generations. We believe having a financial advisor is about working with people who focus on really getting to know you, understanding who you are, helping define your goals not just your finances, and assisting you in identifying solutions that work for you.
Services Offered and Areas of Focus
- Wealth Management
- Financial Planning
- Investment Advisory/Management
- Executive Compensation Planning/Management
- Estate Planning
- Trust Services
- Education Planning
- Retirement/Financial Independence Planning
- Tax Planning/Preparation
- Family Office Support
Specialties and Types of Clients Served
Individuals, couples, families, pension and profit sharing plans, trusts, estates, charitable organizations, corporations and other business entities.
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