FLORIDA BRANCH CELEBRATES 10 YEAR ANNIVERSARY
Lassus Wherley, a wealth management firm with offices in New Providence, New Jersey and Florida is marking the company’s ten year anniversary in its Naples, Florida office.
The firm has provided fee-only comprehensive wealth management services from its Naples office since 1994, including financial planning, investment management, tax, trust and family office services. “When we opened our Naples office in 1994 we were one of two firms offering financial planning services without selling any products or taking commissions”, 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.
5051 CASTELLO DRIVE, SUITE 252, NAPLES, FLORIDA 34103-8987