Welcome to Lilani Wealth Management
Lilani Wealth Management is a full service financial planning and investment advisory firm, located in Roseville, California, with a focus on PROFESSIONAL WOMEN and their loved ones.
We recognize that our clients have active and multifaceted lives. With many demands on their time, our clients realize that it is important to have a professional on their side to navigate through the often complex and complicated financial decisions they have to make for their own as well as their family’s financial well being.
We provide a variety of services such as:
For more information about our services, watch the video below:
Our mission is to create and preserve wealth for our clients through effective implementation of sound financial strategies. Financial planning does NOT have to be an intimidating or frustrating process. We “listen” to our clients’ concerns, learn what is important to them and take action. We regularly communicate with them to ensure the feasibility of their plan, all the while staying current with the changes in estate and tax laws that may affect our clients’ short and long term goals.
Why focus on women?
The majority of women today lead very different lives than just a few decades ago. They excel in their careers, efficiently handle responsibilities at home, attend little league games, volunteer at the local food bank and still manage to make it to the yoga class on time! Women, today, also have a lot working against them.