Directory of Professional Retirement Planners
National Coverage
Local Professionals
VERIFIEDScott Tremlett
Paramount Associates Wealth Management
6400 S Fiddlers Green Cir #925
Greenwood Village, CO 80111
720-921-0325
An Elevated Advisory Experience
About Paramount Associates Wealth Management
At Paramount Associates Wealth Management, we believe that financial guidance should be personal, disciplined, and grounded in purpose. Our approach is not built on products or sales tactics it is built on listening, understanding, and designing frameworks that support your long-term financial well-being.
See Disclosures
General Information
Firm Start Year
2017
No. of Employees
2-4
CRD#
4514583
Firm CRD#
288537
States Licensed in
CO
Years of Experience in Financial Services
25
Number of Years with Current Firm
9
Work with the following types of clients
Individual Investors, Businesses
Advisory Services Provided
Financial Planning, Investment Advice & Management, Financial Advice & Consulting, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Risk Management
Services
Investment Types
Options & Futures, FOREX & Currency, Mutual Funds, Bonds, Alternative Investments, Exchange Traded Funds (ETFs), Mortgages & Real Estate, Commodities, Stocks, Annuities, Insurance, Socially Responsible Investments (SRI)
Can meet clients in the following ways
Our Office, Phone, Email, Video Conference
Compliance
Investment Advisor Representative
Yes
Acknowledged fiduciary
Yes
Compliance Disclosures in Last 5 years
I have a clean record
Criminal Disclosures in Last 5 years
I have a clean record
Qualifications & Membership
Certifications, Accreditations & Designations
CFP®, ChFC®, CIMA®
Securities Licenses
Series 7, Series 31, Series 63, Series 65
Compensation and Fees
Fee Structure
Fee-Only
Minimum Portfolio Size for New Managed Accounts
$100K+
Compensation Methods
Based on Assets
Disclosures
RetirementPlanning.net provides referrals to financial professionals. RetirementPlanning.net is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for RetirementPlanning.net to make these referrals, resulting in a conflict of interest.
Additional Detailed Disclosures
https://www.retirementplanning.net/disclosure/1893947/retirementplanning-Paramount-Associates-Wealth-Management-detailed-disclosure.html
Disclaimer
© 2025 Paramount Associates Wealth Management. Paramount Associates Wealth Management is a Registered Investment Advisor (RIA) located in Greenwood Village, CO. Providing Business Planning, Estate, Charitable Giving & Trust, Financial Planning, Portfolio Management, Retirement Planning, and Risk Management. Investment Advisory Services offered through Paramount Associates Wealth Management, a Registered Investment Adviser.