Financial Advisor in Edgewater, Colorado
Accessible Fiduciary Financial Planning for Edgewater's Young Professionals & Families
Paramount Associates is a fiduciary Registered Investment Advisor (RIA) serving Edgewater 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 Edgewater Residents
From retirement planning to estate strategies, our Edgewater 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 Edgewater's Community
Edgewater is a small, vibrant city nestled between Lakewood and Denver's Sloan's Lake neighborhood—one of the most rapidly evolving urban communities in the greater Denver metro. Once an overlooked pocket, Edgewater has emerged as a hub for young professionals, first-time homebuyers, and creative professionals drawn by its walkable community, proximity to Sloan's Lake Park, and access to Denver's employment centers. Paramount Associates provides the accessible, expert fiduciary financial planning that Edgewater's growing community deserves.
As a fee-only Registered Investment Advisor (RIA) based in Greenwood Village, we serve Edgewater and Jefferson County residents with comprehensive financial planning services that meet people where they are financially. For many Edgewater residents, the focus is on building strong financial foundations—emergency funds, maximizing employer retirement benefits, managing mortgage payments on recently purchased homes, and beginning long-term investment strategies. We build practical, actionable plans that move the needle on real financial goals.
Financial Landscape in Edgewater
Edgewater's real estate market has seen significant appreciation as buyers discover its walkable streets, independent restaurants and shops on Edgewater Public Market, and proximity to Sloan's Lake. First-time homebuyers and young families who purchased homes in Edgewater over the past few years have seen meaningful equity gains—equity that can be strategically leveraged in a comprehensive financial plan.
Edgewater's central location gives residents easy access to employment centers across the Denver metro—Lakewood, the Denver Tech Center, downtown Denver, and the I-70 technology corridor. This access to diverse employment opportunities means Edgewater residents span a wide range of income levels and career stages, all with unique financial planning needs.
Neighborhoods & Areas Served
Also serving nearby: Lakewood, Denver (Sloan's Lake), Golden, Wheat Ridge, Arvada
Why Edgewater 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 Edgewater Residents
Common questions from Edgewater area residents about financial planning and working with Paramount Associates.
Ready to Elevate Your Financial Future in Edgewater?
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®