Lassus Wherley has developed a strong reputation with media, financial professionals, and consumer advocates. We consider education to be an important part of what we do, both for our clients and for the public overall. That's why we regularly speak to local and national media, and why we contribute articles to leading publications and our time to professional organizations.
Read about our activities, find out what we're thinking about the key issues of the day, or watch videos and podcasts where we are featured.
Star-Ledger - 2/14/2012
"If the estate is under $5 million in 2010 or later, then there would be no federal estate tax," said Diahann Lasses, a certified financial planner and certified public accountant with Lasses Wherley in New Providence. read more »
2/8/2012
New Providence, NJ (February, 2012) Deborah J. Rivosa, CFP®, CFA, Director of Business Development and Chief Compliance Officer of Lassus Wherley, was recently named one of New Jersey's 2012 Best 50 Women in Business. read more »
Financial Planning - 1/25/2012
The open question is how these initiatives, among others, will be paid for and whether any substantial work will get done in an election year, says Diahann Lassus, president of Lassus Wherley, a fee-only financial planning firm in Providence, N.J., with an office in Bonita Springs, Fla. read more »
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New Jersey Office
1 Academy Street
New Providence, NJ 07974
Phone (908) 464-0102
Fax (908) 464-9852
Email lwa@lassuswherley.com
Florida Office
3333 Renaissance Blvd. Ste. 207
Bonita Springs, FL 34134
Phone (239) 495-1520
Fax (908) 464-9852
