Business & Services Directory

This searchable directory will help you discover all that New Providence has to offer. We have organized this list by category for your convenience.  The highlighted merchants are proud members of New Providence Business and actively support community events, schools, and local fundraising efforts, making New Providence an outstanding place to live and visit. We encourage everyone to please show your support for our businesses. Our merchants and professionals are friendly and eager to please and need your patronage now more than ever!

 

 

Lassus Wherley

  1. Home
  2. »
  3. Lassus Wherley
Address:
1 Academy Street, New Providence, NJ, USA
Description:

Lassus Wherley was founded in 1985 by Diahann W. Lassus, CFP®, CPA/PFS and Clare E. Wherley, CPA, CFP®. Lassus Wherley is a Fee-Only wealth management firm with expertise in financial planning, investment management, tax preparation, trust services, and family office support. We work with individuals, couples, families, pension and profit sharing plans, trusts, estates, charitable organizations, corporations and other business entities. Using a team approach that we have developed over more than 25 years, we have helped hundreds of clients build secure financial futures and achieve peace of mind. 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.

Contact Information
Phone: (908) 464-0102
Website:
New Providence