Lassus Wherley Winner Of CPA Wealth Provider Financial Planning Award

NEW PROVIDENCE, NJ (January 28, 2008) – Lassus Wherley was judged one of five CPA/Financial Planning Firm Winners of the Fifth Annual CPA Wealth Provider Financial Planning Awards. The firm was named an Achiever in the January 2008 issue of the magazine. Lassus Wherley was recognized for being one of the first firms to offer fee-only financial planning and for leading the drive to protect the consumer through a fiduciary model.

The awards honor CPA/financial planning firms as well as providing special Awards of Excellence to those who are in the vanguard of leadership in financial planning. The winners are those firms or companies that have taken the lead through innovation, efficiency, initiative, or growth in the financial planning area.

Lassus Wherley is a wealth management firm with offices in New Providence, New Jersey and Bonita Springs, Florida providing fee-only comprehensive financial services, including financial planning, investment management, tax, trust, and family office services. The Lassus Wherley web site is


Share Us

Website Design For Financial Services Professionals | Copyright 2020 All rights reserved