Investment Planning
While many of us don’t realize it, we are constantly engaged in
Our Team

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...

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...

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...

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