DIAHANN LASSUS NAMED ONE OF SOUTHWEST FLORIDA'S TOP WEALTH MANAGERS
BONITA
SPRINGS, FL (March 20, 2008) –
Diahann W. Lassus, CPF®, CPA,
was named one of Southwest Florida’s Top Wealth Managers in the March 2008 issue
of Gulfshore Life Magazine.
Diahann, President of Lassus Wherley,
was chosen as one of an elite group of 2008 FIVE STAR Wealth Managers,
representing less than three percent of the wealth managers in the Southwest
Florida area. Crescendo Business Services, an independent research firm,
surveyed 27,500 high-net-worth residents in the Southwest Florida area and
subscribers of Gulfshore Life
magazine. An additional 2,900 surveys were sent to leaders of financial service
industry companies.
Recipients were asked to select wealth
managers whom they knew through personal experience, and to evaluate them based
upon nine criteria: customer service, integrity, knowledge/expertise,
communication, value for fee charged, meeting of financial objectives,
post-sale-service, quality of recommendations and overall satisfaction. The list
was then reviewed by a blue-ribbon panel comprised of knowledgeable individuals
from within the financial services industry.
Lassus Wherley & Associates 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.