LILANI WEALTH MANAGEMENT

At Lilani Wealth Management, we provide a comprehensive range of services dedicated to ensuring your financial success. In addition to wealth accumulation and investment strategies, our team will assist you with budgeting, evaluating 401(k)/457 investments, reviewing insurance coverage, and developing effective tax plans. We believe in a collaborative approach and work closely with your other trusted advisors, including CPAs, attorneys, and insurance agents... Our Investment Management service focuses on managing assets according to your unique risk tolerance and financial goals. We offer money management strategies that leverage a diverse range of investments, including mutual funds, exchange-traded funds (ETFs), and individual stocks. We maintain regular communication to ensure that your investments align with your objectives and remain suitable over time... At Lilani Wealth Management, we recognize that responsible investing has evolved beyond a select few companies. Today,..

Also known as: Lilani Wealth Management, Inc.

Primary location: Roseville United States