Financial Advisor in Superior, Colorado
Fiduciary Financial Planning for Superior's Tech Professionals & Rebuilding Families
Paramount Associates is a fiduciary Registered Investment Advisor (RIA) serving Superior 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 Superior Residents
From retirement planning to estate strategies, our Superior 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 Superior's Community
Superior sits at the heart of Colorado's technology corridor between Denver and Boulder, home to professionals from major tech employers including Oracle, IBM, and the broader Boulder Valley tech ecosystem. The community's high-income, highly-educated residents face sophisticated financial planning challenges—equity compensation management, concentrated stock positions, complex tax situations, and the need to balance aggressive wealth building with family goals. Paramount Associates delivers the expert, fee-only fiduciary guidance that Superior professionals deserve.
Following the Marshall Fire of December 2021, Superior's community demonstrated remarkable resilience, with significant rebuilding and renewal. For many Superior families, the fire underscored the critical importance of comprehensive financial planning—including insurance adequacy, emergency reserves, and the financial resilience to rebuild without disrupting long-term goals. Paramount Associates helps Superior families build financially sound, resilient plans that can weather life's unexpected challenges while continuing to build lasting wealth.
Financial Landscape in Superior
Superior's Rock Creek Ranch and other planned communities have attracted a high concentration of technology professionals who often hold significant equity compensation in addition to competitive salaries. This combination of cash income and equity wealth creates a complex financial planning landscape requiring careful tax coordination, diversification strategy, and long-term wealth planning.
The Marshall Fire highlighted unique risks for Colorado Front Range communities. For Superior residents, comprehensive financial planning now includes careful attention to homeowners insurance, supplemental coverage, emergency fund adequacy, and disaster recovery planning—all integrated into a coherent long-term financial strategy that builds resilience alongside wealth.
Neighborhoods & Areas Served
Also serving nearby: Louisville, Broomfield, Boulder, Erie, Lafayette
Why Superior 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 Superior Residents
Common questions from Superior area residents about financial planning and working with Paramount Associates.
Ready to Elevate Your Financial Future in Superior?
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®