LASSUS WHERLEY WINNER OF CPA WEALTH PROVIDER FINANCIAL
PLANNING AWARD
NEW PROVIDENCE, NJ (January 28, 2008) –
Lassus Wherley was judged one of five CPA/Financial Planning Firm Winners of the
Fifth Annual
CPA Wealth Provider Financial Planning Awards.
The firm was named an Achiever in the January 2008 issue of the magazine. Lassus
Wherley was recognized for being one of the first firms to offer fee-only
financial planning and for leading the drive to protect the consumer through a
fiduciary model.
The
awards honor CPA/financial planning firms as well as providing special Awards of
Excellence to those who are in the vanguard of leadership in financial planning.
The winners are those firms or companies that have taken the lead through
innovation, efficiency, initiative, or growth in the financial planning area.
Lassus Wherley is a wealth management firm with
offices in New Providence, New Jersey and Bonita Springs, Florida, providing
fee-only comprehensive financial services, including financial planning,
investment management, tax, trust and family office services.
The Lassus Wherley web site is
www.lassuswherley.com.
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