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

General Info

As a Fee-Only wealth management firm Lassus Wherley has expertise in investment management, financial planning, trust services, tax preparation and family office support with two convenient offices located in Bonita Springs, FL and New Providence, NJ. For over 30 years we have used a team approach with all the services we provide and have helped hundreds of clients build secure financial futures. We work with individuals, couples, families, as well as charitable organizations, trust, estates, pension and profit sharing plans. Contact us for more information about our services.

Extra Phones

Fax: 908-464-9852

Hours

Regular Hours

Mon - Fri:	9:00 am - 5:00 pm
Sat - Sun	Closed

Categories

Investment Management, Financial Planning Consultants, Taxes-Consultants & Representatives, Trust Companies

Payment Options

Other Link

http://www.lassuswherley.com