Financial Advisor in Greenwood Village, Colorado
Your Local Fiduciary Financial Advisors — Right in the Heart of Greenwood Village, CO
Paramount Associates is a fiduciary Registered Investment Advisor (RIA) serving Greenwood Village 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 Greenwood Village Residents
From retirement planning to estate strategies, our Greenwood Village 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 Greenwood Village's Community
Greenwood Village is the home of Paramount Associates—and our connection to this exceptional community runs deep. As a premier residential and commercial enclave within the Denver Tech Center corridor, Greenwood Village is home to corporate executives, successful entrepreneurs, and high-net-worth families who demand the very best in financial advice. We are proud to serve our own community with the same fiduciary standard, personalized service, and intellectual rigor we bring to every client relationship—and we're right here in the neighborhood when you need us.
The Denver Tech Center—anchored by Greenwood Village and extending into neighboring Centennial—is one of the most important business districts in the Mountain West. The corporate community here includes some of Colorado's largest employers across technology, healthcare, finance, energy, and professional services. Greenwood Village residents who work in or near the DTC face complex financial planning challenges around equity compensation, executive benefits, concentrated positions, and high-income tax management that require the expertise of a truly sophisticated fiduciary advisor.
Financial Landscape in Greenwood Village
Greenwood Village is consistently ranked among the wealthiest cities in Colorado and the nation, with a per capita income that places it in elite company. The city's residential neighborhoods—known for their large lots, privacy, and luxury homes—attract the region's most successful executives, entrepreneurs, and professionals, many of whom have complex financial planning needs that go well beyond standard investment management.
The Denver Tech Center, which runs through Greenwood Village, hosts more than 150,000 employees across hundreds of companies. For Greenwood Village residents who work in the DTC, financial planning often centers on optimizing equity compensation, managing deferred income, minimizing taxes on concentrated stock positions, and coordinating complex executive benefit packages—all areas where Paramount Associates has deep expertise.
Neighborhoods & Areas Served
Also serving nearby: Centennial, Englewood, Cherry Hills Village, Lone Tree, Littleton
Why Greenwood Village 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 Greenwood Village Residents
Common questions from Greenwood Village area residents about financial planning and working with Paramount Associates.
Ready to Elevate Your Financial Future in Greenwood Village?
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®