Diahann Lassus Selected as a 2011 Five Star Wealth Manager by New Jersey Monthly Magazine
NEW PROVIDENCE, NJ (December, 2010) - Diahann W. Lassus, CFP®, CPA/PFS and President of Lassus Wherley, was selected as a 2011 FIVE STAR Wealth ManagerSM by New Jersey Monthly magazine. Less than 7% of wealth managers in New Jersey were named to the list.
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. The 2011 FIVE STAR Wealth Managers do not pay a fee to be included in the research or the final list of FIVE STAR Wealth Managers.
Lassus Wherley is a wealth management firm with offices in New Providence, NJ and Bonita Springs, FL providing a wide range of financial assistance including Fee-Only Financial Planning, Investment Management, Tax Preparation, Trust and Family Office Services to individuals, couples, families and not-for-profit organizations. Lassus Wherley is a nationally certified Women’s Business Enterprise by the Women’s Business Enterprise National Council (WBENC) and a member of the National Association of Personal Financial Advisors (NAPFA), the nation’s leading organization dedicated to the advancement of Fee-Only comprehensive financial planning. The Lassus Wherley web site is www.lassuswherley.com.