Financial Advisor in Lone Tree, Colorado
Elite Fiduciary Financial Planning for Lone Tree, Colorado's Affluent Community
Paramount Associates is a fiduciary Registered Investment Advisor (RIA) serving Lone Tree 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 Lone Tree Residents
From retirement planning to estate strategies, our Lone Tree 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 Lone Tree's Community
Lone Tree is one of the wealthiest communities in all of Colorado—a master-planned city in Douglas County with a per capita income that ranks among the highest in the Mountain West. From the luxury residences of RidgeGate and the Villages of Parker Road to the executive-level professionals working in Lone Tree's own thriving business district, this community is home to individuals and families who have achieved significant financial success and deserve equally sophisticated guidance to preserve and grow it. Paramount Associates provides the fiduciary wealth management that Lone Tree's discerning residents expect.
Lone Tree's unique combination—an upscale residential community anchored by Sky Ridge Medical Center, Park Meadows Mall, the Lone Tree Arts Center, and a growing business district—creates a diverse population of executives, healthcare professionals, entrepreneurs, and established wealth holders who all need comprehensive, personalized financial planning. Our Greenwood Village advisory team serves Lone Tree clients with the depth and sophistication their financial situations require.
Financial Landscape in Lone Tree
Lone Tree consistently ranks as one of the wealthiest cities in Colorado by per capita income. Its residents include executives from major Denver metro companies, successful entrepreneurs, healthcare professionals from Sky Ridge Medical Center, and retirees who have chosen Lone Tree for its quality of life and financial-friendly Colorado environment. These high-net-worth individuals require financial planning that goes well beyond basic investment management.
Many Lone Tree residents hold complex financial positions—concentrated stock from corporate careers, business ownership equity, significant real estate holdings, inherited wealth, and multiple tax-advantaged and taxable accounts. Coordinating these assets into a coherent, tax-efficient, and estate-planned strategy requires a fiduciary advisor with both the technical expertise and the relationship-driven approach to truly serve the whole client.
Neighborhoods & Areas Served
Also serving nearby: Greenwood Village, Centennial, Highlands Ranch, Parker, Castle Rock
Why Lone Tree 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 Lone Tree Residents
Common questions from Lone Tree area residents about financial planning and working with Paramount Associates.
Ready to Elevate Your Financial Future in Lone Tree?
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®