What Our Clients Say

My husband and I have had the pleasure of working with Rashida and her team for several years now, and we couldn't be more pleased. They have taken our financial planning to a whole new level. They are proactive, consistent, precise, and continue to guide us in a direction for financial success for now and for our retirement years. We feel very heard during our in person meetings with Rashida where she is very patient, and generous with her time. We look forward to our continued relationship with Lilani Wealth Management.

Gail K, Client

My wife and I have been working with Rashida Lilani and her wonderful staff since she was recommended to us by our long time financial advisor who retired about three years ago. We immediately knew that Rashida was the right choice for us and it felt like we had been working with her for many years and we knew that our financial needs and goals were in good hands. Rashida and her staff have always been available whenever we have questions or need advice and we could not recommend Lilani Wealth Management more highly!

Jerry K, Client

I am pleased with the personal service provided by her company and the benefit of having's my goals discussed to enable me to live a comfortable life on my investments. Rashida is honest, compassionate, and very knowledgeable and will take the time to explain situations to you. I would recommend Rashida as an investment advisor without hesitation!

Barb R, Client

I am so happy that Rashida and her team made their

way into my life. What she has done for me, and my wife has been life changing. As long as you are willing to take a risk, and trust Rashida and her team, I can say with great certainty that you have made a wise decision. They are professional, prompt, courteous, and most importantly they listen and treat you like family!

Jeremy W, Client

Rashida Lilani has been my Financial Advisor since the beginning of 2021. She makes complex financial concepts easy to understand. She’s a great listener and as a fiduciary, she makes her recommendations in my and my family’s best interest. I know that when I call, I’ll be able to reach someone and get my questions or concerns addressed very quickly. They keep me updated on things so that I don’t have to follow-up. I feel that I’m in very good hands with them and would recommend them to others!

Sam W, Client

I am very pleased to have had Rashida Lilani as my Financial Manager for quite a few years now. She has been very attentive and responsive to my needs for less risk than some people. She has occasionally suggested that some accounts could be riskier for the sake of more potential growth. I have followed her suggestions

and I am glad I have. I am totally

confident that she will set me up with accounts that follow my comfort zone.

Janie R, Client

 In word, deed, and professionalism, the entire Team at Lilani Wealth Management, as led by Rashida, demonstrate trust and co-create a collaborative service relationship with each client. They do this through consistent prompt follow-through, informed understanding of financial markets and products, clear timely communication and a true care for the well being of each client. You are not just an account number with an annual fee at Lilani Wealth Management.
You couldn’t make a better choice than to entrust your financial well being to Rashida Lilani!

Michelle S, Client

Rashida has been my financial advisor for over 10 years now.  She and her team always take the time to understand our goals and gently guide us without pushing their own agenda. When we wanted to start moving over to ESG investing models, her team provided the pros and cons before supporting our transition and making it as painless as possible. I always feel like I'm being heard and that I'm being given advice that is customized for me and my changing family. I would recommend Rashida and her team to anyone looking for low-pressure financial advice!

Maria D, Client

I have been using Lilani Wealth Management since 2004.  I have to say, working with Rashida has always been such a wonderful and gratifying experience. She has not only advised me with the right investments, but she has shown such care and friendship that is beyond what I’d expect from a Financial Consultant. I’ve seen her company grow and develop and she has hired wonderful and competent individuals who continue to manage with specialty, knowledge, and competency. It’s remarkable to see how this group is functioning so well together, with each working within their specialty in a very cohesive manner. I highly recommend Lilani Wealth Management; it has been a wonderful and beneficial experience for me!

Eliane E, Client

I have been working with Rashida Lilani and her associates since 2020. Rashida managed the retirement accounts of mother for many years. When my mother passed in 2020, Rashida did a great job of explaining the details of the Beneficiary IRA that my mother left to me. I was impressed with her professionalism and responsiveness to my questions. I decided to move my personal IRA to Lilani Wealth Management as a result of the quality service provided to me. Her team also does a very good job of responding quickly to any questions that I have or any requests that I make regarding my investment accounts. I would highly recommend Lilani Wealth Management to manage your investment portfolio.

Eric M, Client

Rashida has been my financial advisor for over 8 years. I trust her implicitly with my investments. Not only is she a consummate professional but a kind,

compassionate and caring person, as well.

She is the best of the best!

Carolyn L, Client

Rashida and her team are top notch. She is a pleasure to work with. She is friendly, prompt, thorough, very knowledgeable and highly trustworthy. She knows her craft. I highly recommend her to anyone. She is an absolute professional.

Joe L, Client

From the very beginning, I have been impressed with the financial guidance, professionalism, and oversight that I have received from Rashida and her team; I know that I am in good hands.

Denise B, Client

I am so glad I have Lilani Wealth Management taking

care of my finances. They are always caring

and understanding.

I would be lost without them.

Carleton W, Client