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.
Hi there!
Be the first to review!
First-classBetter than mostAbout what I expectedNot the worst...Disappointing
Click to Rate

More Business Info

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

Hours
Regular Hours
Mon - Fri:
Sat - SunClosed
Extra Phones

Fax: 908-464-9852

Payment method
amex, cash, discover, master card, visa
Categories
Investment Management, Financial Planning Consultants, Taxes-Consultants & Representatives, Trust Companies
Suggest an Edit