
Greenwood Village, CO 80111
7209210325

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.
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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
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
Certifications, Accreditations & Designations
CFP®, ChFC®, CIMA®
Securities Licenses
Series 7, Series 31, Series 63, Series 65
Fee Structure
Fee-Only
Minimum Portfolio Size for New Managed Accounts
$100K+
Compensation Methods
Based on Assets
Additional Detailed Disclosures
https://www.financialplanners.net/disclosure/1893947/financialplanners-Paramount-Associates-Wealth-Management-detailed-disclosure.html
© 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.