Wealth Management in Colorado
Fiduciary Wealth Management for Colorado Families, Executives & Business Owners
Paramount Associates delivers comprehensive, fee-only wealth management for Colorado residents who want a fiduciary advisor to coordinate every dimension of their financial life—investments, retirement, taxes, estate planning, and beyond. We don't just manage portfolios; we build and execute complete financial strategies.
- Comprehensive wealth management—not just portfolio management
- Fee-only fiduciary—your interests always come first
- Coordinated strategy across investments, taxes, and estate planning
- Serving Colorado families and professionals statewide
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 Wealth Management Services
True wealth management goes beyond investment management. We coordinate all dimensions of your financial life into a unified, proactive strategy.
Investment Management
Evidence-based, globally diversified portfolio management aligned with your risk tolerance and long-term goals. Low-cost, tax-efficient strategies with disciplined rebalancing.
Learn More →Financial Planning
Comprehensive financial planning covering cash flow, savings strategies, insurance, tax planning, and long-term goal achievement—coordinated with your investment strategy.
Learn More →Retirement Planning
Strategic retirement income planning that ensures you can maintain your lifestyle throughout retirement—with tax-efficient distribution strategies and Social Security optimization.
Learn More →Business Owner Services
Comprehensive financial guidance for Colorado business owners: succession planning, exit strategy, business retirement plans, and integrating business value with personal wealth.
Learn More →Estate & Trust Planning
Protect your legacy with coordinated estate planning—covering beneficiary designations, trust structures, charitable giving strategies, and multi-generational wealth transfer.
Learn More →Tax-Efficient Strategies
Proactive tax management including loss harvesting, Roth conversions, asset location optimization, and charitable giving strategies to minimize your lifetime tax burden.
Learn More →Who We Serve in Colorado
Paramount Associates serves Colorado families and professionals who have worked hard to build wealth and are ready for a trusted partner to help them protect it, grow it, and ultimately transfer it to the people and causes they care about.
Our Wealth Management Process
Discovery
We learn everything about your financial situation, goals, values, and concerns.
Analysis
We analyze your complete financial picture—assets, liabilities, income, taxes, insurance, estate.
Plan Development
We build your personalized wealth management strategy across all dimensions.
Implementation
We execute your financial plan—managing your portfolio and coordinating with other advisors.
Ongoing Management
We monitor, rebalance, and update your plan as your life and the markets evolve.
Colorado's Comprehensive Wealth Management Partner
Paramount Associates provides the fiduciary wealth management that Colorado families and professionals deserve—coordinating every aspect of your financial life with honesty, expertise, and unwavering commitment to your best interests.
Wealth Management FAQ
Ready for Comprehensive Wealth Management?
Schedule your complimentary consultation with Paramount Associates. Let's discuss how comprehensive wealth management can help you achieve your financial goals and secure your family's future.
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®