LIVE YOUR DREAM!

Financial independence is possible! It requires a strong foundation to help provide financial security for today and prosperity for tomorrow. Pyramid Wealth Management Inc. can work with you to create a customized financial plan that helps you accomplish your financial goals and achieve your life's dreams.

Financial security planning encompasses more than just preparing for retirement or protecting yourself against risk - it is about making dreams come true.

We are committed to helping you achieve financial independence at all stages of life. Pyramid Wealth Management Inc. will help you achieve that through this Pyramid Planning Process.

Our Team

Veena Daddar CFP, CLU, CH.F.C, CHS

Principal and Financial Advisor

Owner and Principal at Pyramid Wealth Management Inc., Veena has over 30 years of experience helping individuals and business-owners plan and achieve their financial dreams...

Nimesh Doshi CFP

Freedom 55 Financial
Financial Security Advisor

An investment specialist with more than 10 years of experience, Nimesh is passionate about designing retirement plans and tailoring investment portfolios that meet the needs of...

John Colautti

Freedom 55 Financial
Financial Security Advisor
Group Benefits Specialist

A veteran in the group benefits world, John helps business owners find solutions to grow their business by designing employee benefits plans. John understands that not every...

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John Lysack

Freedom 55 Financial
Financial Security Advisor

A financial security planning specialist helping business owners and their families with strategic insurance planning, tax-efficient succession strategies and estate protection. He...

Hilary Karakatsanis

Marketing Associate

Hilary is passionate about working with our clients to ensure they receive the highest quality of service and care.