advisor

Scott, Tremlett

Paramount Associates Wealth Management
6400 S Fiddlers Green Cir #925

Greenwood Village, CO 80111

7209210325

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

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

FinancialPlanners.net provides referrals to financial professionals. FinancialPlanners.net is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for FinancialPlanners.net to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures
https://www.financialplanners.net/disclosure/1893947/financialplanners-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.