Awards & Recognition

We offer a team approach to financial planning, offering you a broader scope of expertise than you will likely find in any one person. Clients are our main priority, which is why we work to understand your unique circumstances and ultimately create a distinctive plan that provides a roadmap for your financial journey.

As seen in 5280 and ColoradoBiz Magazines

Five Star Wealth Managers (2013, 2014, 2018, 2019, 2020, 2021, 2022, 2023, 2024, 2025)

Scott Tremlett
Paramount Associates
Greenwood Village, CO
Years Won: 10 Year Winner

Andrew Klein
Paramount Associates
Greenwood Village, CO
Years Won: 7 Year Winner

Best of Greenwood Village (2019, 2020, 2021, 2022, 2023, 2024)

GREENWOOD VILLAGE, COLORADO — Paramount Associates has been selected for the 2019, 2020, 2021, 2022 and 2023, 2024 Best of Greenwood Village Award in the Financial Institution category by the Greenwood Village Award Program.

Paramount Associates is among a very small group of companies that have won the Best of Greenwood Village Award for five consecutive years. This distinction has qualified Paramount Associates for the 2023 Greenwood Village Business Hall of Fame.

Each year, the Greenwood Village Award Program identifies companies that we believe have achieved exceptional marketing success in their local community and business category. These are local companies that enhance the positive image of small business through service to their customers and our community.

These exceptional companies help make the Greenwood Village area a great place to live, work and play.

Various sources of information were gathered and analyzed to choose the winners in each category. The 2023 Greenwood Village Award Program focuses on quality, not quantity. Winners are determined based on the information gathered both internally by the Greenwood Village Award Program and data provided by third parties.

About Greenwood Village Award Program

The Greenwood Village Award Program is an annual awards program honoring the achievements and accomplishments of local businesses throughout the Greenwood Village area. Recognition is given to those companies that have shown the ability to use their best practices and implemented programs to generate competitive advantages and long-term value.

The Greenwood Village Award Program was established to recognize the best of local businesses in our community. Our organization works exclusively with local business owners, trade groups, professional associations and other business advertising and marketing groups. Our mission is to recognize the small business community’s contributions to the U.S. economy.

Tailored Service, Disciplined Strategies, Committed Guidance

We believe that financial advisory services should be shaped by the unique needs of each client we serve, from individuals to families to small business owners. Our personal approach and robust capabilities enable us to create customized financial plans and investment solutions. We are fiduciaries at both the individual and corporate level, and we are required to deliver a superior standard of service to every client we serve.

We believe investor education is imperative and we continuously educate on financial markets, economic trends, and financial planning topics. As a private practice, education is tailored to the individual and our client relationships drive our daily business activities.

Whether you are an individual with personal and family goals or the person charged with the financial goals of your organization, we are here to provide you with an array of financial and investment planning services essential to your success. We will work hand-in-hand with you to create your unique financial plan, then we apply our investment insight and expertise to tailor the required investment strategy to your unique situation and with your specific goals in mind.

Please keep in mind that diversification and asset allocation do not ensure a profit or protect against a loss.

© 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.

Paramount Associates Wealth Management is a registered investment advisor located in Colorado. Paramount Associates Wealth Management and its representatives are in compliance with the current filing requirements imposed upon registered investment advisors by those jurisdictions in which Paramount Associates Wealth Management maintains clients. Associates web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment related information, publications, and links. Accordingly, the publication of Paramount Associates Wealth Management web site on the Internet should not be construed by any consumer and/or prospective client as Paramount Associates Wealth Management solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Paramount Associates Wealth Management with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Paramount Associates Wealth Management, please go to adviser.info.sec.gov. Please also see a copy of our Form CRS. A copy of Paramount Associates Wealth Management’ current written disclosure statement discussing Paramount Associates Wealth Management business operations, service, and fees is available from Paramount Associates Wealth Management upon written request. Paramount Associates Wealth Management does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Paramount Associates Wealth Management web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

Past performance may not be indicative of future results. Therefore, no current or prospective client should assume that future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended or undertaken by Paramount Associates Wealth Management) made reference to directly or indirectly by Paramount Associates Wealth Management in its web site, or indirectly by a link to an unaffiliated third party web site, will be profitable or equal the corresponding indicated performance level(s). Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client or prospective client’s investment portfolio. Historical performance results for investment indices and/or categories generally do not reflect the deduction of transaction and/or custodial charges, the deductions of an investment management fee, nor the impact of taxes, the incurrence of which would have the effect of decreasing historical performance results. Certain portions of Paramount Associates Wealth Management web site (i.e. newsletters, articles, commentaries, etc.) may contain a discussion of, and/or provide access to, Paramount Associates Wealth Management (and those of other investment and non-investment professionals) positions and/or recommendations of a specific prior date. Due to various factors, including changing market conditions, such discussion may no longer be reflective of current position(s) and/or recommendations(s). Moreover, no client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from Paramount Associates Wealth Management, or form any other investment professional. Paramount Associates Wealth Management is neither an attorney nor an accountant, and no portion of the web site content should be interpreted as legal, accounting or tax advice.

To the extent that any client or prospective client utilizes any economic calculator or similar device contained within or linked to Paramount Associates Wealth Management web site, the client and/or prospective client acknowledges and understands that the information resulting from the use of any such calculator/device, is not, and should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from Paramount Associates Wealth Management, or from any other investment professional.

PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of these web-sites provided here, you are leaving this site. Paramount Associates Wealth Management makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information and programs made available through this site. When you access one of these sites, you are leaving Paramount Associates Wealth Management’ web-site and assume total responsibility and risk for your use of the sites you are linking to.