Financial Advisor in Lakewood, Colorado
Expert Fiduciary Financial Planning for Lakewood, Colorado Residents
Paramount Associates is a fiduciary Registered Investment Advisor (RIA) serving Lakewood 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 Lakewood Residents
From retirement planning to estate strategies, our Lakewood 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 Lakewood's Community
Lakewood is Jefferson County's largest city and one of Denver's most established suburban communities, offering a blend of urban amenities and easy access to Colorado's mountain lifestyle. From the upscale Solterra neighborhood to the vibrant Belmar Town Center, Lakewood residents enjoy a high quality of life—and deserve financial planning that supports and elevates it. Whether you're a professional commuting to the Denver Tech Center, a business owner along the W. Colfax corridor, or nearing retirement in Green Mountain, Paramount Associates provides fiduciary guidance tailored to your goals.
Our Greenwood Village-based advisory team serves Lakewood clients who want more than generic investment advice. We understand the Lakewood market—from the impact of Light Rail expansion on real estate values to the employment landscape at St. Anthony Hospital, Jefferson County government, and nearby Lockheed Martin. We build comprehensive financial plans that connect your day-to-day financial decisions to your long-term wealth goals.
Financial Landscape in Lakewood
Lakewood's population of approximately 165,000 includes a diverse mix of long-time Colorado families, young professionals drawn by the city's outdoor access and affordability, and retirees who appreciate its stable neighborhoods and amenities. The city's proximity to the Rocky Mountain foothills—and to Denver—makes it a compelling long-term home for wealth builders at every life stage.
Lakewood's real estate market has seen significant appreciation in recent years, with many homeowners building substantial equity. This equity, combined with growing retirement account balances, creates important financial planning opportunities around tax strategy, portfolio rebalancing, and estate planning that benefit from professional fiduciary guidance.
Neighborhoods & Areas Served
Also serving nearby: Denver, Golden, Wheat Ridge, Littleton, Englewood
Why Lakewood 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 Lakewood Residents
Common questions from Lakewood area residents about financial planning and working with Paramount Associates.
Ready to Elevate Your Financial Future in Lakewood?
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®