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2/8/2012
New Providence, NJ (February, 2012) Deborah J. Rivosa, CFP®, CFA, Director of Business Development and Chief Compliance Officer of Lassus Wherley, was recently named one of New Jersey's 2012 Best 50 Women in Business. read more »
1/6/2012
The Five Star distinction is awarded to Wealth Managers who have scored highest in client-based research conducted by a national independent research company. read more »
12/1/2011
At the Own It Ventures Conference and Expo held October 29th, Diahann W. Lassus and Clare E. Wherley were named among the Top 25 Leading Women Entrepreneurs and Business Owners from the initial list of 90-plus finalists read more »
8/8/2011
Own It Ventures partnered with New Jersey Monthly Magazine to commend women entrepreneurs for their service, leadership and contribution to their communities and the state's economic recovery. read more »
8/1/2011
AdvisorOne's 3rd annual 50 Top Women in Wealth reflects 50 outstanding women's contributions and influence on the wealth management industry and clients. The annual list recognizes the 50 most influential, powerful and inspiring women in and around wealth management. read more »
3/1/2011
Companies from across the state entered the two-part process to determine the 70 Best Places to Work in New Jersey. The first part consisted of evaluating each nominated company's workplace policies, practices, philosophy, systems and demographics. read more »
1/1/2011
Recently, Lassus Wherley expanded and updated its website, giving consumers valuable information about how to select and work with a financial advisor read more »
1/4/2011
The list contains the wealth managers in a given market who score highest in overall satisfaction, based on an objective market research methodology that takes into account client evaluations in nine categories, input from peers, regulatory compliance reviews and reviews by a Blue Ribbon panel. read more »
10/1/2010
Lassus Wherley was profiled in a special issue of Enterprise, the official magazine of the New Jersey Chamber of Commerce, focusing on the philanthropic efforts of the NJ Chamber and its members. read more »
6/1/2010
The National Association of Personal Financial Advisors (NAPFA), the leading organization of Fee-Only, Comprehensive financial planning professionals is pleased to announce that Diahann W. Lassus, CFP®, CPA/PFS has been awarded the 2010 Robert J. Underwood Distinguished Service Award. read more »
5/10/2010
Diahann W. Lassus, CFP®, CPA/PFS and President of Lassus Wherley, was named one of Wealth Manager magazine's Top 50 Women in Wealth Management for 2010. read more »
4/16/2010
Diahann W. Lassus, CFP®, CPA/PFS co-founder and president of Lassus Wherley will be honored at the Rothman Institute's 20th Anniversary Celebration as the inaugural speaker for the Female Entrepreneur Lecture series, a strong annual tradition of influential female entrepreneur lecturers. read more »
3/13/2010
Clare E. Wherley, CPA, CFP® and Chief Executive Officer of Lassus Wherley was recently named one of New Jersey's 2010 Best 50 Women in Business. read more »
1/19/2010
Suzanne C. Low, J.D., CFP® has been elected President of the Estate Planning Council of Naples, Inc. Previously Ms. Low served the Council as Vice President, Assistant Secretary and Director. read more »
7/16/2009
WASHINGTON, D.C., July 16, 2009... The Financial Planning Coalition will testify on the need to better protect consumers seeking financial advice on Friday, July 17 at 11 a.m. (EDT) at the House Committee on Financial Services hearing to examine financial services reform. read more »
6/14/2009
Clare E. Wherley, CPA, CFP® and Chief Executive Officer of Lassus Wherley was honored as one of 2009 Women of Achievement by Business & Professional Women of New Jersey at the 7th Annual Women of Achievement Dinner held at Monmouth University in West Long Branch. read more »
6/12/2009
NAPFA salutes Representative Robert E. Andrews (D - NJ) and supporters of the Conflicted Investment Advice Prohibition Act of 2009 for stepping up efforts to protect consumers from unethical financial practices. read more »
4/17/2009
"Being named to the Top 50 is not about who has the largest book of business or highest amount of assets under management. We looked for leaders, influencers and mentors in a profession where women excel, even if their numbers are a smaller percentage of the overall wealth management population. read more »
3/25/2009
Lassus Wherley, a corporate member of the National Association of Personal Financial Advisors (NAPFA), the country's leading association of Fee-Only financial advisors, encourages consumers to take the time to get to know an advisor and gauge his or her commitment to placing clients' interests first. read more »
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New Jersey Office
1 Academy Street
New Providence, NJ 07974
Phone (908) 464-0102
Fax (908) 464-9852
Email lwa@lassuswherley.com
Florida Office
3333 Renaissance Blvd. Ste. 207
Bonita Springs, FL 34134
Phone (239) 495-1520
Fax (908) 464-9852
