NEW FLORIDA OFFICE!
Lassus Wherley, a wealth management firm with offices in New Providence, New Jersey and Florida has moved the company’s Florida office to 3333 Renaissance Blvd., Suite 207, Bonita Springs. The firm has provided fee-only comprehensive wealth management services in Southwest Florida since 1994, including financial planning, investment management, tax, trust and family office services. “With the tremendous growth in this area, many of our new clients are coming from Cape Coral and Fort Myers, as well as Estero, Bonita Springs and Naples. We have moved our office to better serve the needs of our growing clientele,” said Suzanne C. Low, J.D., CFP®, the firm’s Director, Florida operations. “Today we remain one of the few fee-only wealth management firms in Southwest Florida.”
The Lassus Wherley web site is www.lassuswherley.com. Suzanne is Past President of the Financial Planning Association of Southwest Florida and Assistant Secretary of the Estate Planning Council of Naples.