Clare Wherley


Lassus Wherley

Financial Advisor

Clare Wherley


Lassus Wherley

Financial Advisor

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Clare Wherley, MBA, CPA, CFP®

(908) 464-0102

​Fee-Only wealth manager located in Bonita Springs, FL and New Providence, NJ

Clare Wherley is a New Providence, NJ fee-only financial planner. Lassus Wherley provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Clare Wherley is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

In 1985, Clare Wherley co-founded Lassus Wherley, an investment management firm with offices in New Providence, New Jersey and Bonita Springs, Florida.

At Lassus Wherley, Clare's responsibilities include direction of the tax and financial planning departments, deployment of the company's computer hardware and software technology, and leadership of various internal development teams.  She oversees the company's administrative functions and has overall responsibility for professional activities.

Clare has worked in a variety of accounting and computer positions at AT&T, Western Electric, Bell Laboratories and Pacific Telephone from 1966 to 1987.  She directed the entire telecommunications and electronic messaging system for the 1984 Summer Olympic Games in Los Angeles, California. 

See Clare E. Wherley's Full Biography including Noteworthy Achievements and Professional Affiliations.

Clare Wherley is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning

We are a Fee-Only wealth management firm with expertise in financial planning, investment management, tax preparation, trust services, and family office support. We assist individuals, couples, families, pension and profit sharing plans, trusts, estates, and charitable organizations in identifying their needs, desires and goals.

At Lassus Wherley, we take the time to learn what is important to you, and what are your needs and wants. We are a Fee-Only advisor meaning we don’t sell products or receive commissions or other third party compensation. Our clients know our advice and guidance will be objective and motivated only by what is in their best interests. We only provide financial advice after obtaining a complete understanding of your circumstances. We analyze your unique situation and strive to educate you so that you will understand your financial choices. Operating with these principles helps us to assist you in building a more secure future. In the process we give you the peace of mind that comes from knowing you are dealing with people who understand and care about you. You’ll feel right at home in our New Providence, NJ location or our office in Bonita Springs, FL or working with us over longer distances. We work with clients in many states. 

Our firm, led by Diahann W. Lassus and Clare E. Wherley, includes professionals who come to us from varied backgrounds and represent many age groups. This diversity allows us to draw on different resources, and it brings unique perspectives we know you will appreciate.  We utilize a client-tested approach, with each  professional contributing in his or her area of expertise. This means you will have access to our entire team’s capabilities instead of just one professional. Together everyone is inspired by a work ethic and environment that focuses on you. 

We know how important a secure financial future is to you, and we earn your trust by helping you make sound financial decisions. 

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.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.


  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • College Education Planning
  • Tax Planning

Ideal Clients

  • Retirees and Near Retirees
  • Growing Families
  • Business Owners and Executives
  • Sudden Money Situations
  • Novice Investors

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

Contact Clare Wherley

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Office Locations:

  • 1 Academy Street
    New Providence, NJ 07974
  • 3333 Renaissance Blvd.
    Suite 207
    Bonita Springs, FL 34134

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