“We spend more time asking clients about how they are, what their goals are and where they want to be in the future than talking with them about specific assets or investments. When we started, we wanted to build a relationship with each client, one client at a time, and we still do that today.”

Diahann W. Lassus and Clare E. Wherley  

Did You Know?

In The Spotlight

Rothman Ceremony
Diahann Lassus Featured on CNBC's 30 Seconds To Know
View From The Top
Five Star Accountants
Women's Choice Award
CNBC Financial Advisor Council
National Go Red Luncheon
Jeans For Troops
NAPFA 30 Most Influential
Five Star Wealth Managers
2013 Best Places to Work in New Jersey
Diahann Lassus featured in exclusive Interview for Wall Street Journal Mixing it Up Column