Financial Advisors
Roseville, CA
Lilani Wealth Management is an independent financial advisory firm in Roseville specializing in personalized wealth planning and investment management for individuals and families. They offer comprehensive financial strategies including retirement planning, investment portfolio management, and financial goal setting. Their team works with clients to build customized plans aligned with their long-term objectives.
Ideal for: High-net-worth individuals, families planning for retirement, business owners seeking comprehensive financial strategy, professionals wanting personalized wealth management
Service area: Roseville, CA and surrounding Sacramento Valley communities
Independent Firm: As an independent financial advisory firm, Lilani Wealth Management operates without conflicts of interest from large financial institutions, allowing them to prioritize client interests.
Personalized Approach: They develop customized financial strategies tailored to each client's unique goals, risk tolerance, and life circumstances rather than one-size-fits-all solutions.
Address: 1624 Santa Clara Dr Suite 160, Roseville, CA 95661
Phone: (888) 521-6752
Website: lilaniwealthmanagement.com
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