LASSUS WHERLEY NAMED TO BLOOMBERG'S TOP MANAGERS LIST
Lassus Wherley & Associates, P.C. has been named to Bloomberg’s latest list of top wealth managers in the country. The firm was ranked 43rd of the 251 leading independent, financial advisory firms selected by Bloomberg. The rank order is based on average client-account size as of December 31, 2001. Data used in the ranking were derived from a questionnaire sent to the participating firms and from compliance information provided to the SEC. The full listing of the 251 firms can be found on Bloomberg’s Wealth Manager Website, wealth.Bloomberg.com.
Lassus Wherley & Associates is a wealth management firm with offices in New Providence, New Jersey and Naples, Florida, providing multi-family office services including fee-only comprehensive financial planning services, investment management, stock option management, tax planning and preparation, and trust services. The Lassus Wherley web site is www.lassuswherley.com.