Financial Advisor in Centennial, Colorado
Premier Fiduciary Wealth Management for Centennial, Colorado's Professionals & Families
Paramount Associates is a fiduciary Registered Investment Advisor (RIA) serving Centennial and the greater Denver metro area with comprehensive wealth management and financial planning services.
- Fee-only fiduciary—never commission-driven
- Personalized financial plans for every life stage
- Retirement, estate, business & investment strategies
Accredited, Certified & Community-Recognized Financial Advisors
Our credentials and community involvement reflect our commitment to excellence, education, and giving back to the communities we serve.
Member of the Association of Financial Educators (AFE)
Member of CFA Institute
Member of the Parker Chamber of Commerce
Member of The South Metro Chamber of Commerce
2024 Autism Speaks® Champion
2024 Alzheimer's Association® Grand Champion
Our Memberships & Recognitions
- Member of the Association of Financial Educators (AFE)
- Member of CFA Institute
- Member of the Parker Chamber of Commerce
- Member of The South Metro Chamber of Commerce
- 2024 Autism Speaks® Champion
- 2024 Alzheimer's Association® Grand Champion
Comprehensive Financial Services for Centennial Residents
From retirement planning to estate strategies, our Centennial clients receive holistic financial guidance built around their unique life goals and circumstances.
Financial Planning
Comprehensive, personalized financial roadmaps tailored to your goals—whether you're building wealth, planning for education, or preparing for life's major milestones.
Learn MoreRetirement Planning
Strategic retirement income planning that ensures you can maintain your lifestyle long after your working years, with tax-efficient distribution strategies.
Learn MorePortfolio Management
Disciplined, evidence-based investment management aligned with your risk tolerance, time horizon, and long-term financial objectives.
Learn MoreBusiness Planning
Strategic financial guidance for business owners—from succession planning and exit strategies to business valuation and buy-sell agreements.
Learn MoreEstate, Charitable Giving & Trust
Comprehensive estate planning that protects your legacy, minimizes estate taxes, and ensures your assets transfer according to your wishes.
Learn MoreRisk Management
Thorough analysis of your insurance needs and risk exposures to protect your income, assets, and loved ones against unexpected events.
Learn MoreWealth Management Rooted in Centennial's Community
Centennial is consistently ranked among Colorado's wealthiest and most desirable communities, with a well-educated population, excellent schools, and a high median household income that reflects the hard work and success of its residents. From the upscale Willow Creek and Foxridge neighborhoods to the corporate campuses near the Denver Tech Center, Centennial is home to executives, professionals, and established families who have worked hard to build wealth—and deserve equally sophisticated guidance to protect and grow it.
Paramount Associates is perfectly positioned to serve Centennial residents. As a Registered Investment Advisor headquartered in nearby Greenwood Village—right next door to the Denver Tech Center—we work with many Centennial clients on the full spectrum of financial planning: retirement income strategies, concentrated stock positions, equity compensation planning, business transitions, estate structuring, and charitable giving. Our fee-only fiduciary model ensures that every recommendation we make is driven solely by your best interest.
Financial Landscape in Centennial
Centennial's median household income consistently exceeds $90,000, and many residents hold significant financial assets accumulated through careers at major Denver Tech Center employers including Lockheed Martin, Arrow Electronics, DISH Network, DaVita, and others. These high-earning professionals face unique financial planning challenges around equity compensation, deferred income, tax efficiency, and long-term wealth preservation.
Centennial homeowners have seen substantial property appreciation, and many residents also hold significant investment portfolios, 401(k) balances, and other financial assets that require coordinated management. Our advisors specialize in helping Centennial clients bring all these pieces together into a coherent, tax-efficient wealth strategy.
Neighborhoods & Areas Served
Also serving nearby: Greenwood Village, Lone Tree, Englewood, Littleton, Aurora
Why Centennial Residents Choose Paramount Associates
We hold ourselves to the highest standard in the industry—the fiduciary standard—so you can trust every recommendation we make.
Fiduciary Standard
Legally required to act in your best interest at all times—no exceptions, no conflicts.
Registered Investment Advisor
SEC-registered RIA with the credentials, oversight, and accountability you deserve.
Education-First Approach
We believe informed clients make better decisions. We educate you every step of the way.
Personalized Service
No cookie-cutter plans. Every strategy is custom-built around your unique situation and goals.
Questions from Centennial Residents
Common questions from Centennial area residents about financial planning and working with Paramount Associates.
Ready to Elevate Your Financial Future in Centennial?
Schedule your complimentary initial consultation with a Paramount Associates fiduciary advisor. No obligation, no pressure—just an honest conversation about your financial goals.
Meet Our Experienced Advisory Team
Scott Tremlett
CEO / Chief Investment Officer
CIMA®, CFP®, ChFC®Andrew Klein
Co-Founder
Adonica Ramirez
Financial Advisor / Marketing Director
AAMS®Codi Robirds
Operations Manager
AAMS®