Our Clients

 

		Are individuals, couples, families, pension and profit sharing plans, trusts, estates, charitable organizations, corporations and other business entities.
		Understand the value of independent, unbiased financial and investment advice.
		Are interested in an investment advisory relationship that is built on a solid foundation of their long-term financial plan.
		Appreciate and are willing to pay for high-touch client service.
		Want the counsel of a “team of specialists” for financial advice.
		Realize that establishing a long-term relationship is the best way to meet their financial goals.
		Are seeking the peace of mind that comes with a secure financial future, rather than on investment results from quarter to quarter.
		Want to work with financial advisors who are friendly, welcoming, and informal—yet highly professional.
		Are genuinely nice people who treat all our employees with respect and with whom we enjoy working.
		Share our values.

 

Lassus Wherley provides investment services and guidance on cash flow and fund development to a select number of not-for-profit organizations in New Jersey and Florida. These organizations have sought our assistance because the leaders of our firm have demonstrated a deep commitment to community service and a thorough understanding of the unique needs of not-for-profit organizations.

 

Some of the organizations we currently serve are: a local church; a human-service organization that provides a wide variety of educational, recreational, and social programs; a local chapter of a network that helps children in foster care; and an organization that accredits state home care agencies.

 

Each of the firm's principals, most notably co-founders Clare Wherley and Diahann Lassus, have served on numerous local, regional and national boards. Often, our involvement with not-for-profit organizations extends from our pro bono work, particularly for groups that provide support and services to women and children. Our experience as board members and advocates gives us value-added expertise and experience that few investment advisors can match.

 

If you are a board member or staff member of a not-for-profit organization that would like to discuss your current financial situation and your goals for the future, please contact us to schedule an initial meeting.