Lilani Wealth Management
Lilani Wealth Management is a full service financial services firm, with a location in Roseville, California. We specialize in working with women and their loved ones, and women-owned businesses.
We recognize that our clients have active and multifaceted lives. With many demands on their time, our clients realize how important it is to work with professionals who can navigate through the numerous and often complex financial decisions they have to make for their own and their family's well-being as well as for the success of their businesses.
We are experienced in our field and deliver world-class service, with ongoing, regular communication and quarterly reviews. Here are some of the services we offer:
Retirement and Financial Plans
Small Businesses Tax-Savings Plans