What We Do

Lassus Wherley is a Fee-Only wealth management firm with expertise in financial planning, investment management, tax preparation, trust services, and family office support. We work with individuals, couples, families, pension and profit sharing plans, trusts, estates, charitable organizations, corporations and other business entities. Using a team approach that we have developed over more than 25 years, we have helped hundreds of clients build secure financial futures.

Three features distinguish Lassus Wherley from many other financial planning firms: personal service; Fee-Only advice; and leading-edge technology.

Personal Service

Each client is unique, and we take whatever amount of time is necessary to learn what is important to them—both financially and personally. Only after we understand a client's needs and goals do we recommend financial strategies. Then, we adjust those strategies as circumstances change over time.

Fee-Only Advice

Lassus Wherley is a member of the National Association of Personal Financial Advisors, the organization that helped to define Fee-Only planning. The standard set by NAPFA is met by less than 2% of financial advisors in the United States. Quite simply, NAPFA's Fiduciary Oath binds us to this pledge: We do not sell financial products or receive commissions or compensation (direct or indirect) from third parties. Lassus Wherley has been committed to Fee-Only planning since we started in 1985 because we believe that it ensures that advice is delivered with objectivity and that clients will know that we are always working in their best interests.

Technology

We use leading-edge computer technology for investment management and reporting, tax services, regulatory compliance, and more. Our goal is to become more efficient so that we can respond to clients' needs quickly and accurately. For this reason, we communicate with our clients regularly through My Virtual Place, a two-way, secure information exchange channel. Accessible through a web browser, My Virtual Place allows for secure transfer of sensitive financial information between clients and us via a “virtual safe.” It provides a significantly stronger level of security for transmitted material than do zipped and password-protected e-mail attachments.

We do not believe in the use of technology for the sake of technology. We use technology so that we can devote our time to what really matters: serving our clients.

Contact us for more information about our services.