Welcome To Our Web Site!

This section is intended to help guide you through different areas of our site.  

Client Area: This section is for our clients to view Quarterly Reports and Schwab Account Statements at anytime, using a secure system.  You're able to monitor progress on a timely basis. 

Services: This section includes a list of questions you may be asking yourselves about your financial life.  These should help you understand why you might want to hire a trusted financial advisor.  We have listed our services and descriptions of each.

About Us: This is an introduction to the firm, which includes information about our employees as well as the company mission and vision. You will also find Frequently Asked Questions and maps/driving directions for our New Providence, NJ and Naples, FL offices.  We've included some pictures of the company and special occasions and honors. 

In the News: In this section, we catch media highlights about the company and articles written by different employees at the firm.  We also post Diahann Lassus' TV appearances on CNBC several months in advance.

Finance Essentials: Do you want to learn how securities are bought and sold? How about how to get maximum social security benefits? This section contains a wealth of information about Investment Strategies, Tax Strategies, Business Strategies and Personal Life Events.

Enjoy surfing the web site and please feel free to give us your feedback and questions. You can e-mail us at lwa at lassuswherley.com or call us at (908) 464-0102.