The US-based firm was founded in 1985 and has offices in both New Jersey and Florida.

US-headquartered Lassus Wherley has appointed Dawn Brown as senior financial planner.

At Lassus Wherley, Brown will be responsible for the development of broad-based financial plans for high net worth clients and will serve on both the investment and financial planning committees, the firm said in a statement yesterday.

Brown joins after 15 years at Altfest Personal Wealth Management in New York, where she was a senior financial advisor. In that role, she provided wealth management and planning advice to high net worth clients. 

Lassus Wherley was founded in 1985 and has offices in both New Jersey and Florida. The company is a fee-only wealth management firm with expertise in financial planning, investment management, tax preparation, trust services and family office support.