Financial Advisor in Westminster, Colorado
Fiduciary Financial Advisors Serving Westminster, Colorado Residents & Families
Paramount Associates is a fiduciary Registered Investment Advisor (RIA) serving Westminster 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 Westminster Residents
From retirement planning to estate strategies, our Westminster 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 Westminster's Community
Westminster sits at the crossroads of Adams and Jefferson counties, offering residents a strategic location between Denver and Boulder while maintaining its own thriving community identity. With the transformative Westminster City Center development reshaping the urban core and a robust employment base in technology, healthcare, and professional services, Westminster is home to a growing community of professionals and families who are actively building wealth and planning for their futures. Paramount Associates is proud to serve Westminster residents with the fiduciary financial guidance they deserve.
Our Greenwood Village advisory team understands the Westminster market—the growing suburban neighborhoods, the employment corridor along the US-36 tech corridor linking Denver and Boulder, and the financial planning needs of a city that attracts both young families and established professionals. We take a comprehensive, education-first approach to financial planning, ensuring every Westminster client fully understands their options and feels confident in every financial decision.
Financial Landscape in Westminster
Westminster's population of approximately 115,000 residents benefits from its unique position on the I-25 and US-36 corridors—providing easy access to Denver's employment base, Boulder's tech and biotech industries, and Broomfield's corporate campuses. This geography creates a diverse employment landscape that shapes the financial planning needs of Westminster households.
Westminster homeowners have experienced strong property appreciation, and the redevelopment of the former Westminster Mall site into a mixed-use urban center has added vitality and long-term investment appeal to the community. Our advisors help Westminster residents capitalize on these trends through strategic portfolio management, real estate equity planning, and tax-efficient wealth-building strategies.
Neighborhoods & Areas Served
Also serving nearby: Broomfield, Arvada, Thornton, Northglenn, Louisville
Why Westminster 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 Westminster Residents
Common questions from Westminster area residents about financial planning and working with Paramount Associates.
Ready to Elevate Your Financial Future in Westminster?
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®