Paramount Associates Wealth Management

An Elevated Advisory Experience

We believe financial education is essential. As fiduciaries, we are required to deliver a superior standard of service to every client we serve.

Advisory Team

Scott Tremlett
CIMA^®, CFP^®, ChFC^®

Managing Partner / Chief Investment Officer

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Andrew Klein

Managing Partner / Chief Compliance Officer

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Christopher Coyle
AAMS^®

Financial Advisor / Marketing Director

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Portfolio Management

As your trusted partner, we help you pursue your goals by constructing, managing and reviewing a broadly diversified portfolio that is fully customized to suit your needs. Through clear communication, we help you understand what you own and why, placing your best interests above all else.

Estate Planning

One of life’s greatest rewards is sharing your wealth with others. Managing assets to take care of one’s own needs and wants is one thing, but it takes additional planning and knowledgeable guidance to help ensure your financial legacy makes an enduring difference in the lives of loved ones or a favorite charity.

Risk Management

One of the most important functions we serve is helping to protect all you have worked to build. Fortunately, there are a number of ways to help. As your experienced guide, we assess where your risk lies and determine your level of comfort with it, exploring actions and plans to provide the level of protection you need.

Financial Planning & Investment Management

Our disciplined planning process accounts for your short- and long-term goals, your tolerance for risk and your stage of life, while also keeping a watchful eye on today’s complex domestic and global markets.

At Paramount Associates Wealth Management, we believe in building a secure and prosperous future for our clients. Our team of experienced financial advisors is dedicated to providing personalized wealth management solutions tailored to your unique goals.

With a focus on integrity, transparency, and excellence, we offer comprehensive services ranging from investment management to retirement planning, ensuring your financial well-being at every stage of life.

Our commitment to your success is unwavering. By leveraging the latest financial strategies and market insights, we help you navigate the complexities of wealth management with confidence.

Whether you’re planning for your family’s future, optimizing your investment portfolio, or preparing for retirement, Paramount Associates Wealth Management is your trusted partner in achieving financial freedom and security. Join us and take the first step towards a brighter financial future.