Who We Serve

Lassus Wherley provides wealth management services to individuals, couples, families, pension and profit sharing plans, trusts, estates, charitable organizations, corporations and other business entities. We are committed to serving our clients with the best advice we can deliver.

We also recognize our duty—and our good fortune—to be able to serve much broader audiences than our client base. We believe strongly in educating the public about financial issues, and we have participated in many public-education campaigns and pro bono projects. We have supported more than 100 nonprofit organizations that operate near our main office in New Providence, N.J. and we have been leaders in raising the standards for the profession of Financial Advisor.

When our firm opened our second office in Bonita Springs, FL, our community outreach expanded, too. Suzanne C. Low, Director of our Florida operations, is an important member of the local business network and a leader on numerous boards.

Our commitment to our clients will never take 2nd place. But our mission to serve would be incomplete if we only looked inward.