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It is never too soon to begin building your financial future, but the task can
be daunting. Few of us have the time or expertise to analyze where we are,
investigate possibilities, and sort through the dizzying array of investment
vehicles such as money markets, mutual funds, venture capital investing,
IRA’s, trusts, stocks, bonds, pensions, insurance and savings accounts.
At Lassus Wherley we commit the time for you.
We are a fee-only wealth management firm with expertise in the areas of
financial planning, investment management, tax preparation and family office capabilities
working with individuals, couples and families.
Using a client-tested team approach, we can help you build a secure
financial future.
We use
leading-edge computer technology coupled with years of hands-on experience and
old-fashioned concern for your best interests. We listen to your needs and wants, analyze your unique
situation and recommend alternatives for your consideration. In the process, we give you the peace of mind that comes from
knowing you are dealing with people who understand and care about you
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Our team, headed by our founders, includes people with the following degrees,
designations, certifications and licenses: CERTIFIED FINANCIAL
PLANNER™ practitioner, certified public
accountant, chartered financial analyst, J.D. and M.B.A..
Personnel are assigned based upon the expertise required, but you will
have access to our entire team’s capabilities.
Our
team members come from varied backgrounds and represent many age groups.
This diversity allows us to draw on different resources, and it also
brings unique perspectives we know you can appreciate.
Our Services |
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LWA
Team:
Employee
Directory
Company
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"The Associates"
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