A full service financial planning and investment advisory firm with locations in Belmont and Roseville, with a focus on servicing Professional Women and their families. We recognize that our clients have active and multifaceted lives, with many demands on their time. The financial decisions they have to make, whether simple or complex, require a higher level of expertise, skill and experience.
Our mission is to help our clients create and preserve wealth through effective implementation of sound financial strategies. Financial planning does NOT have to be intimidating. We listen to our clients’ concerns, learn what is important to them and take action. We communicate with them regularly to ensure the feasibility of their plan.
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. A woman today is expected to live about eight to nine years longer than their male counterparts. Over 70% of nursing home residents are women, with almost 50% of women aged 65 and older being widows.
We provide the following comprehensive financial planning services:
• Retirement and Financial Plans
• Portfolio analysis
• ESG and Socially Responsible Investing
• Retirement Income Planning and Distribution
• Investment Management
• College Planning and Funding Strategies
• Retirement Planning
• Stock Option Planning
• Tax Planning
• Estate Planning
• Long Term Care, Disability and Life Insurance
• Educational Seminars
Call us today for an initial, no-obligation consultation.
The third-party comments displayed above are not verified, may not be accurate, and are not necessarily representative of our client experience. Please click on our website for full disclosures at www.lilaniwealthmanagement.com
Company Details
- Employees
- 3
- Founded
- -
- Address
- 1624 Santa Clara Drive,
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Keywords
- Retirement and Financial Plans, Investment Management, Long Term Care, Disability and Life Insurance, College Planning, Stock Options Planning, Tax Planning, Financial Planning for Women, ESG and Socially Responsible Investing, Small Businesses, Insurance, Portfolio analysis, Estate Planning.
- HQ
- Roseville, CA
- Competitors
- Nvest Wealth Strategies, Inc., Branning Wealth Management, Barnett Ravenscroft Wealth Management, TechGirl Financial™, Rock Martin Private Wealth Management, Financial Abundance Inc., Ruedi Wealth Management, Concierge Financial Planning Group, Bayside Financial Planning, Veritrust Wealth Management.
Lilani Wealth Management Questions
Lilani Wealth Management's website is http://www.lilaniwealthmanagement.com/
Lilani Wealth Management's LinkedIn profile is https://www.linkedin.com/company/lilaniwealthmanagement
Lilani Wealth Management has
3 employees.
View email and phone details for 3
employees at Lilani Wealth Management.
Lilani Wealth Management's industry is
Financial Services
Lilani Wealth Management's top competitors are
Nvest Wealth Strategies, Inc.,
Branning Wealth Management,
Barnett Ravenscroft Wealth Management,
Techgirl Financial™,
Rock Martin Private Wealth Management,
Financial Abundance Inc.,
Ruedi Wealth Management,
Concierge Financial Planning Group,
Bayside Financial Planning,
Veritrust Wealth Management.
Lilani Wealth Management's categories are Financial Services
Lilani Wealth Management's founding year is 2007
